GENEOS WEALTH MANAGEMENT, INC.

Transcription

1 Firm: GENEOS WEALTH MANAGEMENT, INC. GENEOS WEALTH MANAGEMENT, INC. Asset Manager Founded in Hidden Hidden Hidden Hidden Geneos Wealth Management, Inc. Headcount: Hidden Assets Under Management: Hidden Our purpose is in our name, Geneos: the dawn of a new breed. From the two Greek words? gen and eos? that together stand for a new kind of broker/dealer that caters to highly successful advisors. The dawn of a new breed heralds an opportunity to chart a... Wealth Management August 31, 2015 inappropriate or irrelevant content 2013 Broker-Dealers of the Year: Russ Diachok, Geneos Wealth Management Policy reviews only work if you actively approach your clients. Find out how to initiate the conversation today. Investment Management in the New Normal These articles from the Investments & Wealth Monitor focus on what's ahead for the new normal... Think Advisor August 22, 2013 inappropriate or irrelevant content Geneos Wealth Management, Inc. While Geneos Wealth Management, Inc. is licensed to operate in 49 states and the District of Columbia, licenses for individual advisors may vary. USNews November 2, 2013 inappropriate or irrelevant content Facing The Challenges

2 Broker-dealers all do pretty much the same thing process the business, says Susan Woltman Tietjen, chief executive at Girard Securities Inc., which has about 250 reps and $52 million in gross revenue. For the reps, it comes down to how good the... Financial Advisor Magazine June 2, 2014 inappropriate or irrelevant content Earp: High-frequency trading has potential risks WYATT EARP is a financial adviser with Wyatt Earp Wealth Management, a Registered Investment Advisor. Securities offered through Geneos Wealth Management, Inc. member FINRA/SIPC. Des Moines Register May 31, 2014 inappropriate or irrelevant content Star rep at Securities America jumps ship, signs on with Geneos Marc Silverman, whose Miami operation has more than $250 million in assets under management with at least $2.5 million in annual production of fees and commissions, joined Geneos Wealth Management Inc. yesterday. This marks the second time in June that... Investment News July 1, 2011 inappropriate or irrelevant content Geneos Wealth Management Selects the Unified Wealth Platform from Fiserv BROOKFIELD, Wis., Jan 16, 2014 (BUSINESS WIRE) -- Fiserv, Inc. FISV, +0.25% a leading global provider of financial services technology solutions, announced today that Geneos Wealth Management, Inc., a leading independent hybrid RIA/broker dealer... Market Watch January 16, 2014 inappropriate or irrelevant content

3 George T. Diachok Chairman, Geneos Wealth Management, Inc. To contact Geneos Wealth Management, Inc., please visit. Company data is provided by Capital IQ. Please use this form to report any data issues. Bloomberg September 1, 2015 inappropriate or irrelevant content Geneos Wealth Management Selects the Unified Wealth Platform from Fiserv BROOKFIELD, Wis.--(BUSINESS WIRE)--Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, announced today that Geneos Wealth Management, Inc., a leading independent hybrid RIA/broker dealer, has signed on to use... Business Wire January 16, 2014 inappropriate or irrelevant content Denver's Geneos Wealth Management adds adviser from ex-aig subsidiary James Warren Jr., a veteran Kansas City financial adviser for a former subsidiary of AIG, has switched to Denver-based Geneos Wealth Management Inc. to provide broker dealer services, Geneos officials said Wednesday. Warren Financial Group, led by Warren... The Business Journal November 18, 2009 inappropriate or irrelevant content Selling a Biz? 2 Tax Tools ABC Newspapers December 11, 2014 inappropriate or irrelevant content

4 Geneos Intros Artesian CRM 3.0 for Top Financial Advisors Denver-based broker/dealer serving elite financial advisors, Geneos Wealth Management, Inc. (Geneos), has announced Artesian CRM 3.0, a new Web-based, enhanced Customer Relationship Management (CRM) tool designed to be the financial industry s... TMCnet News January 28, 2009 inappropriate or irrelevant content Geneos Wealth Management Selects the Unified Wealth Platform from Fiserv announced today that Geneos Wealth Management, Inc., a leading independent hybrid RIA/broker dealer, has signed on to use the portfolio management and trading capabilities of the Unified Wealth Platform from Fiserv to run its model portfolio business... Reuters January 16, 2014 inappropriate or irrelevant content Cut Biz Tax With Life Policies Dairyland Peach January 23, 2015 inappropriate or irrelevant content Two top financial advisers flee AIG's Royal Alliance He has also been a top seller of mutual funds with Royal Alliance in recent years. Mr. Warren left the firm in September to join Geneos Wealth Management Inc. of Denver. Mr. Warren, who is based in Kansas City, Mo., declined to comment on the amount of... Investment News October 26, 2009

5 inappropriate or irrelevant content Mercantile Bankshares Corporation and Geneos Wealth Management Form Strategic Alliance BALTIMORE, Dec. 5 /PRNewswire-FirstCall/ -- Mercantile Bankshares Corporation (Nasdaq: MRBK) announced today the formation of a strategic alliance with Geneos Wealth Management, Inc. that will expand Mercantile's distribution network and product line. prnewswire.com December 4, 2002 inappropriate or irrelevant content Selling a Biz? 2 Tax Tools Forest Lake Times December 11, 2014 inappropriate or irrelevant content Cut Biz Tax With Life Policies ABC Newspapers January 23, 2015 inappropriate or irrelevant content Wirehouses will create their own independent models, Tiburon report says Leading aggregators are Geneos Wealth Management Inc., VSR Financial Services Inc.and HighTower Advisors LLC, it says. HighTower is the leading breakaway broker aggregator in terms of assets under management, with $19 billion, and also in terms of average...

6 RIA Biz January 17, 2012 inappropriate or irrelevant content Nicole Pond of The Partners Group has been Named As One of Fifty Top Women Advisor "All Stars" in the Nation Securities and Advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. Advisory services offered through TPG Financial Advisors, LLC, a registered investment advisory firm. Oregonian October 30, 2015 inappropriate or irrelevant content A hotshot manager, Mercantile part ways To some outside observers, the hiring of Wallace Mathai-Davis to head up Mercantile Bankshares... and in January it announced the acquisition of Boyd Watterson Asset Management LLC of Cleveland. Industry analysts credit Mathai-Davis for hiring strong... Baltimore Sun August 26, 2003 inappropriate or irrelevant content Selling a Biz? 2 Tax Tools Princeton Union Eagle December 11, 2014 inappropriate or irrelevant content No news for GENEOS WEALTH MANAGEMENT, INC. right now. Check back soon! Powered by DISCLAIMERS