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Canyon Seth Geisleman

Advisor at Raymond James Financial — Hot Springs Village, AR

Updated today

Credentials

CFP®, Series 66

Experience

6 years

Location

Hot Springs Village, AR 71909

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,976 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Canyon Geisleman is a CFP® with six years of industry experience, currently advising at Raymond James Financial Services Advisors. He has worked at Raymond James in various capacities since 2019 and has prior experience in education and community roles. Geisleman is also president of Grand Canyon Financial, LLC, a support company focused on payroll and retirement plan implementation. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutions. The firm employs non-discretionary planning and analytical tools to tailor recommendations to client goals and supports municipal and public finance work through affiliated advisory services.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Hot Springs Village, AR

399 Ponce De Leon Drive, Suite 1

Hot Springs Village AR 71909

Advisors at this office

2

Most active in

Arkansas · Texas

Work history

6 years of industry experience

Raymond James Financial Services Advisers

2021 - Present • 5 years

Hot Springs Village, AR

Raymond James Financial Services, Inc.

2020 - Present • 6 years

Hot Springs Village, AR

The Geisleman Group Support Company/DBA (Non-owner)

2020 - Present • 6 years

Hot Springs Village, AR

Arkansas Tech University

2019 - 2020 • 1 year

Russellville, AR

Raymond James Financial Services, Inc.

2019 - 2019 • 1 year

Hot Springs Village, AR

University of Arkansas

2018 - 2019 • 1 year

Fayetteville, AR

Magic Springs Amusement Park

2018 - 2018 • 1 year

Hot Springs Village, AR

Lakeside Public Schools

2017 - 2018 • 1 year

Hot Springs Village, AR

TCBY Yogurt

2017 - 2017 • 1 year

Hot Springs Village, AR

Lakeside Public Schools

2005 - 2017 • 12 years

Hot Springs Village, AR

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John L

CFP®, Series 63

Hot Springs Village, AR

JWL & Associates, Inc.

John Lauer is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. He is the principal of JWL & Associates, Inc. and also operates Hot Springs Financial Services, a financial planning business. JWL & Associates provides discretionary and non-discretionary portfolio management and personalized financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and other registered investment advisers. The firm employs a strategic asset-allocation, core-and-satellite approach using passive index and exchange-traded funds combined with active funds and selected individual securities, and it typically serves a small client roster with frequent, personalized account reviews.

Long-term care insurance
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Chad A

Series 66

Hot Springs, AR

New Horizon Asset Management

Chad Amerson is a financial advisor at New Horizon Asset Management in Hot Springs, Arkansas, with 23 years of industry experience. He holds a Series 66 designation and has been with Capital Financial Advisors, Inc. since 2006. In addition to his advisory role, he is also licensed as an insurance agent. New Horizon Asset Management is an independent firm offering portfolio management, retirement and estate planning, and insurance-related advice to individuals, institutions, and business entities. The firm uses a combination of long- and short-term investment strategies, including fundamental and technical analysis, with discretionary trading authority and regular account reviews.

General retirement planning General estate planning guidance
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David R

CFP®

Hot Springs National Park, AR

Minas Financial Planning

David Rodriguez is a CFP® certificant and the sole advisor at Minas Financial Planning with six years of industry experience. He has served as a finance professor at Henderson State University since 2014. Outside of financial advising, he founded and manages ROC Realty, a real estate brokerage based in Chicago. Minas Financial Planning provides project-based and ongoing financial planning services, third-party manager selection and oversight, and directly held real estate analyses to a diverse client base including pooled vehicles, institutions, and individuals. The firm employs a primarily passive investment approach using low-cost index funds and ETFs while also incorporating fundamental and technical analyses in its reviews.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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David A

Series 63, Series 65

Hot Springs Village, AR

Hot Springs Asset Management, Inc.

David Adams is a financial advisor with Hot Springs Asset Management, Inc. He holds Series 63 and Series 65 designations and has 26 years of industry experience. He has been with Hot Springs Asset Management since 2007 and also operates an affiliated accounting practice as a Certified Public Accountant. Hot Springs Asset Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using a core-and-satellite framework with a combination of passive and active investments and operates on a fee-only basis.

Passive / index investing Active portfolio management Options & derivatives strategies
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Scott S

CFP®, CFA®, Series 66

Hot Springs, AR

Good Life Wealth Management LLC

Scott Stratton is the sole advisor at Good Life Wealth Management LLC in Hot Springs, AR, with 18 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations and has led his independent firm since 2014. Outside of financial advising, Stratton is a freelance musician and a freelance author and speaker. Good Life Wealth Management provides financial planning and investment advisory services primarily to individuals and high-net-worth clients. The firm uses a Core + Satellite investment approach focused on tax efficiency and offers both discretionary and non-discretionary account management.

Passive / index investing Active portfolio management Wealth management
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Steven I

Series 63, Series 65

Hot Springs, AR

Foresight Investment Advisors, LLC

Steven Irwin is a financial advisor with Foresight Investment Advisors, LLC in Hot Springs, Arkansas, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Foresight since 2010. Outside of advising, he is involved in several business activities including insurance sales through The Irwin Agency, Inc. and Arkansas Retirement and Wealth, LLC, as well as managing an aircraft rental company and an oil production entity. Foresight Investment Advisors, LLC serves primarily as a signal provider to other registered investment advisers, developing conservative investment strategies focused on clients approaching or in retirement. The firm combines fundamental, technical, and cyclical analysis to guide investment signals without taking custody or discretion of client accounts.

General retirement planning Income planning Approaching retirement
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