Pamala Ann Reichert

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

• 03/2007 → Present
  Geneos Wealth Management, Inc
  Centennial, CO

Previous Registrations

• 2006-12-20 → 2007-03-02
  United Securities Alliance, Inc.
  Greenwood Village, CO

Other Businesses

1) R&R RANCH LLC-PROPERTY OWNER/MEMBER.

Exams

• S66 Uniform Combined State Law Examination
  2006-12-19
• S63 Uniform Securities Agent State Law Examination
  2001-08-06

Other Names

• Pamala Ann Pratt
• Pamela Ann Rosay
• Pamela Ann Reichert