Michael Arthur Canestrari

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

• 07/2016 → 02/2017
  Unemployed
  Roanoke, VA
• 02/2017 → 11/2021
  Woodmen Of The World Life Insurance Society
  Omaha, NE
• 04/2017 → 11/2021
  Woodmen Financial Services, Inc.
  Omaha, NE
• 11/2021 → 01/2022
  Plott & French Financial Advisors
  Radford, VA
• 11/2021 → 01/2022
  Geneos Wealth Management
  Radford, VA
• 01/2022 → Present
  Geneos Wealth Management Inc
  Radford, VA
• 01/2022 → Present
  Plott & French Financial Advisors
  Radford, VA

Other Businesses

1) DBA: PLOTT & FRENCH FINANCIAL ADVISORS non investment related business located at branch location-40 HOURS PER WEEK. 2) MOTIVATIONAL SPEAKER. 3) SPARROWHAWK RENTALS LLC-MEMBER MANAGER. 4) INDEPENDENT SALES WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURACNE BUSINESS ONLY. 5) ARTHUR TODD HOLDINGS LLC-VICE PRESIDENT. 6) TRUSTEE FOR FAMILY MEMBER. 7) RADFORD PUBLIC LIBRARY-BOARD MEMBER. 8) DISASTER DOLLS LLC-OWNER. 9) VERMICULTURE HOBBYIST AND SALES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-21
• S63 Uniform Securities Agent State Law Examination
  2017-04-28

Other Names

• Michael Arthur David Canestrari
• Michael A. D. Canestrari