Clarence Andrew Krepps

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
PA	RA	APPROVED	2004-07-01

PA RA
APPROVED

Since 2004-07-01

Branch Locations

Lansdale, PA • 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	Lansdale	PA	06/2004	Present
Financial Stratigies Advisory	Montgomeryville	PA	07/2004	07/2023
C Andrew Krepps Jr	Lansdale	PA	07/2023	Present

06/2004 → Present

Geneos Wealth Management, Inc

Lansdale, PA
07/2004 → 07/2023

Financial Stratigies Advisory

Montgomeryville, PA
07/2023 → Present

C Andrew Krepps Jr

Lansdale, PA

Previous Registrations

1998-01-12 → 2004-07-12

Cetera Advisors Llc

Montgomeryville, PA

Other Businesses

1) DBA: C ANDREW KREPPS JR LOCATED AT BRANCH LOCATION. 2) INDENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3) TAX PREPARATION. 4) GENERAL PARTNER OF KREPPS HOLDINGS LLC. 5) 105 MONTGOMERY LLC-OWNER REAL ESTATE. 6) GEMMA SERVICES-BOARD MEMBER. 7) GEMMA FOUNDATION-BOARD MEMBER.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1983-08-30

S63 Uniform Securities Agent State Law Examination

1983-08-30

Designations

Chartered Financial Consultant

Other Names

Clarence Andrew Jr Krepps
C. Andrew Krepps

View on SEC IAPD