Geneos Wealth Management, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

120894

SEC number

801-62331

Firm type

RIA

Assets under management

$9.2B as of Apr 10, 2026

Website

www.geneoswealth.com ↗

Phone

303-785-8470

Address

9635 Maroon Circle, Englewood, CO, 80112

Advisors at this firm

181 in our index · page 2 of 4

• Anthony Lawrence FinchCRD 5779237 · Foxfield, CO
  IA RegisteredBroker
• Lawrence Paul FinchCRD 2275508 · Foxfield, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Giovanni M. FloresCRD 7089254 · Addison, TX
  IA RegisteredBroker
• Karl Fredrick FrankCRD 4769985 · Lone Tree, CO
  IA RegisteredBroker
• Tawana M. R. FrenchCRD 7449528 · Radford, VA
  IA RegisteredBroker
• Jeffrey D FryCRD 7532915 · Plainview, MN
  IA RegisteredBroker
• Sharon Ann GasparCRD 5594828 · Englewood, CO
  IA RegisteredBroker
• Matthew D GrasmanCRD 7306413 · Homer Glen, IL
  IA RegisteredBroker
• Gerard GruberCRD 4469120 · Fairfield, CT
  IA RegisteredBroker
• Cheryl L GysiCRD 6561310 · Douglassville, PA
  IA RegisteredBroker
• Telton W HallCRD 5106892 · Cedar City, UT
  IA RegisteredBroker
• Matthew Kirby HansonCRD 5386971 · White Salmon, WA
  IA RegisteredBroker
• Chad Michael HarmonCRD 5132921 · Lone Tree, CO
  IA RegisteredBroker
• Cindy Marker HegyCRD 1100309 · Greenwood Village, CO
  IA RegisteredBroker
• Jeffrey Wright HelmsCRD 1346620 · St. Augustine, FL
  IA RegisteredBroker
• Ryan Allen HobbsCRD 3195727 · Ardmore, OK
  IA RegisteredBroker
  Disclosure event(s) on record
• James Douglass HoytCRD 2264252 · Flagstaff, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Caroline Leigh HurstCRD 3079227 · Englewood, CO
  Broker
• Austin R JamisonCRD 6898902 · New Albany, IN
  IA RegisteredBroker
• Sharon C JenningsCRD 4232650 · Knoxville, TN
  IA RegisteredBroker
• Christine Ann JordeCRD 5178092 · Rochester, MN
  Broker
• Jenna Lee JoswickCRD 5645080 · Chestertown, MD
  Broker
• Richard Michael KaulCRD 2196227 · Grand Junction, CO
  IA RegisteredBroker
• Christine Mary KelleyCRD 2575054 · Casper, WY
  IA RegisteredBroker
• Timothy James KenkelCRD 2547899 · Englewood, CO
  IA RegisteredBroker
• John Allen KieferCRD 4430627 · Schuylkill Haven, PA
  IA RegisteredBroker
• Martin E KnightCRD 4973099 · Chestertown, MD
  IA RegisteredBroker
• Patricia Lynn KolodziejczykCRD 2611186 · Englewood, CO
  Broker
• Clarence Andrew KreppsCRD 1076084 · Lansdale, PA
  IA RegisteredBroker
• Michael Arthur LangloisCRD 1224837 · Cranston, RI
  IA RegisteredBroker
  Disclosure event(s) on record
• Rose Mary LawrenceCRD 1074156 · Englewood, CO
  Broker
• Joseph David LealCRD 2672320 · Pueblo, CO
  IA RegisteredBroker
• Lyle David LitzenbergerCRD 1184322 · Kutztown, PA
  Broker
• Carlos Ricardo LopezCRD 2523173 · Addison, TX
  Broker
• Cynthia Ruth LowCRD 1838581 · Austin, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Heriberto J LunaCRD 5128608 · Cranston, RI
  IA RegisteredBroker
• Karolyn Rucker LunsfordCRD 2434325 · Elberton, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Ramona Lisa MalecCRD 4704984 · Santa Fe, NM
  IA RegisteredBroker
• Travis Lloyd MartinCRD 6358350 · Addison, TX
  IA RegisteredBroker
• Joyce M McdanielCRD 723299 · Englewood, CO
  IA RegisteredBroker
• Brian Patrick McguireCRD 2280520 · Omaha, NE
  IA RegisteredBroker
  Disclosure event(s) on record
• Nathaniel Neal MillerCRD 5498379 · Oneonta, NY
  Broker
• Neal Kulin MillerCRD 823284 · Oneonta, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Larry Robert MitchellCRD 1157656 · Glendale, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Quentin Morrow MooreCRD 1624054 · Bellaire, TX
  IA RegisteredBroker
• Kathryn Ann MullenauxCRD 1392248 · Colorado Springs, CO
  IA RegisteredBroker
• Daniel Gordon MussackCRD 1991678 · Blair, NE
  IA RegisteredBroker
• Reginald MarksCRD 6894835 · East Peoria, IL
  Broker
• Terry Dean NelsonCRD 709711 · Rochester, MN
  IA RegisteredBroker
• Wendy Margaret NelsonCRD 1061680 · Cora, WY
  IA RegisteredBroker
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.