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Asset Solutions, Inc. CRD 113717
$97.7M regulatory AUM 22 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8441 West Bowles Avenue Suite 225, Littleton, CO 80123 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-08-11 |
| TX | RA | APPROVED | 2016-05-17 |
| CO | RA | APPROVED | 1999-01-01 |
Branch Locations
8441 West Bowles Avenue Suite 225, Littleton, CO 80123 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asset Solutions, Inc. | Littleton | CO | 01/1998 | Present |
| Geneos Wealth Management, Inc. | Littleton | CO | 10/2007 | Present |
1)DBA:OWNER OF ASSET SOLUTIONS, INC. AN INVESTMENT RELATED BUSINESS LOCATED AT BRANCH LOCATION-APPROXIMATELY 40 HOURS PER YEAR ARE DEVOTED TO GIVING CLASSES FOR MEMBERS OF FEDERAL GOVERNMENT AGENCIES EXPLAINING CIVIL SERVICE, RETIREMENT, LIFE AND HEALTH INSURANCE BENEFITS. DURING THESE HOURS, HE IS ALSO ENGAGED IN FINANCIAL PLANNING WHICH ENTAILS THE CREATION OF CASH FLOW, RETIREMENT PROJECTIONS, AND ESTATE CALCULATIONS ON A CLIENT-BY-CLIENT BASIS. 2)INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-08-14 |
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