Curtis Allen Zeigler

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1986 → Present
  Capital Management Group
  Denver, CO
• 08/2007 → Present
  Geneos Wealth Management Inc
  Denver, CO

Previous Registrations

• 2017-05-18 → 2021-10-11
  Integrated Wealth Management, Llc
  Scottsdale, AZ
• 2009-08-24 → 2013-12-31
  Heffernan Advisory, Inc.
  Denver, CO

Other Businesses

1) DBA:OWNER OF CAPITAL MANAGEMENT GROUP LOCATED AT BRANCH LOCATION. 2) INDEPENDANT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS ONLY. 3) PRESIDENT-CMG ADVISORS. 4) ZEIGLER FAMILY LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-08
• S63 Uniform Securities Agent State Law Examination
  1988-10-07

Other Names

• Curtis Allen Zeigler
• Curt Zeigler
• C A Zeigler
• Curtis Allan Zeigler