Tony Gene Griepentrog

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

• 04/2009 → Present
  Geneos Wealth Management, Inc
  Mesa, AZ
• 03/2012 → 05/2018
  Generational Financial Planning
  Scottsdale, AZ
• 05/2018 → 05/2020
  The Life Financial Group
  Scottsdale, AZ
• 05/2020 → Present
  Generational Wealth Planning
  Mesa, AZ
• 06/2022 → 01/2023
  Generational Portfolio Design, Llc
  Mesa, AZ

Previous Registrations

• 2022-07-12 → 2022-12-21
  Generational Portfolio Design, Llc
  Mesa, AZ
• 2004-11-23 → 2009-04-02
  Next Financial Group, Inc.
  Monmouth, IL
  Oquawka, IL
  Stronghurst, IL
  Burlington, IA
• 1999-06-14 → 2004-12-01
  Raymond James Financial Services, Inc.
  Stronghust, IL

Other Businesses

1) DBA: GENERATIONAL WEALTH PLANNING LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3) TONY GRIEPENTROG INC-OWNER.

Exams

• S66 Uniform Combined State Law Examination
  1999-03-25