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Current Employers
Geneos Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2013-11-04
  • MN RA
    APPROVED
    Since 2013-11-04

Branch Locations

3428 Lakeridge Pl Nw, Rochester, MN 55901 • 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
OrganizationCityStateFromTo
Geneos Wealth Management Inc. Rochester MN 05/2010 Present
Olmsted Financial Group Rochester MN 01/1991 Present
Other Businesses

1) DBA:OLMSTED FINANCIAL GROUP INC BUSINESS LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FIXED INSURANCE BUSINESS. 3) PARTNER OF CTG LLC.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1980-08-16
  • S63 Uniform Securities Agent State Law Examination
    1980-08-16
Designations
Other Names
  • Terry D Nelson

View on SEC IAPD

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