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Geneos Wealth Management, Inc. CRD 120894
$9.22B regulatory AUM 139 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2013-04-03 |
Branch Locations
401 North 31St St Suite 610 Box 7204, Billings, MT 59103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management, Inc | Billings | MT | 04/2013 | Present |
| Akj Investment Group | Billings | MT | 05/2009 | Present |
1) DBA: WILL WORK UNDER AKJ INVESTMENT GROUP LLC BUSINESS LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS. 3) BILLINGS WEST ROTARY CLUB-BOARD MEMBER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-01 |
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