Anthony Lawrence Finch

Employer firm

Geneos Wealth Management, Inc. CRD 120894

$9.22B regulatory AUM 139 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Geneos Wealth Management, Inc.

9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2023-01-03

CO RA
APPROVED

Since 2023-01-03

Branch Locations

Foxfield, CO • United States

5251 Dtc Parkway Suite 1001, Greenwood Village, CO 80111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lp Finch And Associates Inc	Foxfield	CO	09/2021	Present
Geneos Wealth Management	Foxfield	CO	09/2021	Present
Leprino Foods	Denver	CO	09/2014	03/2022
G5 Financial Group Llc	Foxfield	CO	01/2023	Present
Geneos Wealth Management Inc	Foxfield	CO	01/2023	Present

09/2021 → Present

Lp Finch And Associates Inc

Foxfield, CO
09/2021 → Present

Geneos Wealth Management

Foxfield, CO
09/2014 → 03/2022

Leprino Foods

Denver, CO
01/2023 → Present

G5 Financial Group Llc

Foxfield, CO
01/2023 → Present

Geneos Wealth Management Inc

Foxfield, CO

Other Businesses

1) DBA: will work under G5 FINANCIAL GROUP LLC business located at branch location. 2) Independent Rep with various insurance carriers for FIXED INSURANCE SALES. 3) LP FINCH AND ASSOCIATES INC-REGISTERED ASSISTANT. 4) ALFa WEALTH LLC-OWNER.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-09-03

S66 Uniform Combined State Law Examination

2022-09-03

Designations

Certified Financial Planner

Other Names

Tony Lawrence Finch

View on SEC IAPD