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Kathryn Ann Mullenaux

Geneos Wealth Management, Inc.

Colorado Springs, CO

CRD 1392248

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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
CO RA APPROVED 2014-01-02
  • CO RA
    APPROVED
    Since 2014-01-02

Branch Locations

Colorado Springs, 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
Geneos Wealth Management Colorado Springs CO 06/2010 Present
G5 Financial Group Colorado Springs CO 01/2014 Present
  • 06/2010 → Present
    Geneos Wealth Management
    Colorado Springs, CO
  • 01/2014 → Present
    G5 Financial Group
    Colorado Springs, CO
Other Businesses

1)DBA:WILL WORK UNDER G5 FINANCIAL GROUP LOCATED AT BRANCH LOCATION.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-07-10
S63 Uniform Securities Agent State Law Examination 1998-02-10
  • S66 Uniform Combined State Law Examination
    2013-07-10
  • S63 Uniform Securities Agent State Law Examination
    1998-02-10
Other Names
  • Kathryn Ann Bogenschuetz
  • Kathryn Ann Kultgen

View on SEC IAPD

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