Anna Marie Fanning

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2021 → 05/2021
  Lp Finch And Associates
  Foxfield, CO
• 01/2021 → 05/2021
  Geneos Wealth Management
  Foxfield, CO
• 09/2017 → 01/2021
  Kpmg Us Llp
  Tempe, AZ
• 08/2014 → 06/2017
  Colorado University
  Boulder, CO
• 05/2021 → Present
  Geneos Wealth Management Inc
  Foxfield, CA
• 05/2021 → Present
  G5 Financial Group
  Olympia, WA

Other Businesses

1) DBA: will work under G5 FINANCIAL GROUP located at branch location - 24 HOURS PER WEEK. 2) CPA Designation. 3) will work as a Registered Assistant for LP Finch and Associates, Inc located at branch location. 4) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS ONLY. 5) AMFINANCIAL LLC-OWNER HOLDING COMPANY. 6) NOTARY PUBLIC.

Exams

• S66 Uniform Combined State Law Examination
  2021-04-28

Designations

• Certified Financial Planner

Other Names

• Anna Marie Finch