Angela M Osili

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

• 08/2016 → 06/2017
  Geneos Wealth Management
  Centennial, CO
• 08/2016 → 06/2017
  Williams Investment Network
  Centennial, CO
• 06/2017 → 07/2025
  Williams Investment Network
  Centennial, CO
• 06/2017 → Present
  Geneos Wealth Management Inc
  Centennial, CO
• 07/2025 → Present
  Win Advisors Group
  Centennial, CO

Other Businesses

1) DBA: will work under WIN ADVISORS GROUP LOCATED AT BRANCH LOCATION. 2) independent Rep with various insurance carriers for fixed insurance business.

Exams

• S66 Uniform Combined State Law Examination
  2017-01-27

Designations

• Certified Financial Planner