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David Arthur Asbury

Geneos Wealth Management, Inc.

Fort Collins, CO

CRD 1240904

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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

AuthorityCategoryStatusDate
NC RA APPROVED 2026-07-16
TX RA APPROVED_RES 2022-03-25
CO RA APPROVED 2013-03-19
  • NC RA
    APPROVED
    Since 2026-07-16
  • TX RA
    APPROVED_RES
    Since 2022-03-25
  • CO RA
    APPROVED
    Since 2013-03-19

Branch Locations

Fort Collins, CO • 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
Financial Design & Mgmt Fort Collins CO 02/1989 06/2020
Geneos Wealth Management Inc. Fort Collins CO 04/2008 Present
G5 Financial Group Fort Collins CO 06/2020 Present
  • 02/1989 → 06/2020
    Financial Design & Mgmt
    Fort Collins, CO
  • 04/2008 → Present
    Geneos Wealth Management Inc.
    Fort Collins, CO
  • 06/2020 → Present
    G5 Financial Group
    Fort Collins, CO
Previous Registrations
  • 1999-01-01 → 2020-05-29
    Financial Design & Management, Inc.
    Fort Collins, CO
  • 1999-01-01 → 2005-04-14
    Osaic Wealth, Inc.
    Fort Collins, CO
    Fort Collins, CO
Other Businesses

1)DBA: WILL WORK UNDER G5 FINANCIAL GROUP BUSINESS LOCATED BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1990-03-16
  • S63 Uniform Securities Agent State Law Examination
    1990-03-16

View on SEC IAPD

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