Best Investors
Account
Sign in
Best Investors
Account
Sign in
9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2016-01-19 |
| TX | RA | APPROVED_RES | 2013-09-25 |
Branch Locations
9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
2929 N Power Rd Suite 101-C13, Mesa, AZ 85215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management, Inc | Mesa | AZ | 04/2009 | Present |
| Generational Financial Planning | Scottsdale | AZ | 03/2012 | 05/2018 |
| The Life Financial Group | Scottsdale | AZ | 05/2018 | 05/2020 |
| Generational Wealth Planning | Mesa | AZ | 05/2020 | Present |
| Generational Portfolio Design, Llc | Mesa | AZ | 06/2022 | 01/2023 |
1) DBA: GENERATIONAL WEALTH PLANNING LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3) TONY GRIEPENTROG INC-OWNER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-03-25 |
Reach out to this advisor