Garry Dean Dippel

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
TX	RA	APPROVED	2004-01-02

TX RA
APPROVED

Since 2004-01-02

Branch Locations

Georgetown, TX • United States

Providence Village, TX • 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
Geneos Wealth Management, Inc	Providence Village	TX	12/2003	Present
Garry Dippel	Providence Village	TX	02/2025	Present

12/2003 → Present

Geneos Wealth Management, Inc

Providence Village, TX
02/2025 → Present

Garry Dippel

Providence Village, TX

Previous Registrations

2003-11-25 → 2003-12-31

United Securities Alliance, Inc.

Mcallen, TX

Other Businesses

1) DBA:GARRY DIPPEL BUSINESS LOCATED AT BRANCH LOCATION. 2) OFFICIATING. 3) COACHES OUTREACH-DIRECTOR OF GROWTH AND DEVELOPMENT. 4) WORLD CLASS COACHES-COACH. 5) RENTAL INCOME.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2003-11-24
S63	Uniform Securities Agent State Law Examination	1983-07-06

S65 Uniform Investment Adviser Law Examination

2003-11-24
S63 Uniform Securities Agent State Law Examination

1983-07-06

View on SEC IAPD