Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
32 years
Location
Burns, WY
Geneos Wealth Management, Inc.
Multi-team
Mark Petrie is a financial advisor with Geneos Wealth Management, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Geneos Wealth Management since 2013 and concurrently at Peak Asset Managers LLC and Kaiser and Company since 2011. Outside of his advisory roles, he serves as chairman of the Fight Wyoming Fight PAC and is a co-trustee for a family trust. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic approaches and investment strategies tailored to client needs.
Based on Geneos Wealth Management, Inc.
Based on Geneos Wealth Management, Inc.
Financial planning one-time fixed fees from $125 to $25,000; some representatives may charge flat fees for advisory accounts
$0 - $50,000: 0.50% (fixed fee for American Funds F2 share class, not negotiable) $50,001 - $100,000: 0.60% (American Funds F2 share class tier, not negotiable) $100,001 - $500,000: 0.80% (American Funds F2 share class tier, not negotiable) $500,001+: 1.00% (American Funds F2 share class tier, not negotiable)
Commissions charged when implementing transactions through broker-dealer services; representatives may earn commissions in separate capacity as registered representatives or insurance agents
Financial planning hourly fees from $35 to $300 per hour
Periodic financial planning fees ranging from $50 to $25,000 per period (monthly, quarterly, semi-annual, or annual)
Account minimum: $5,000 Minimum fee: Minimum advisory fee of 0.50% annually (50 basis points) Fee-only: Financial planning services fees range from $125 to $25,000 one-time; $35 to $300 per hour; $50 to $25,000 periodic fees (monthly, quarterly, semi-annual, or annual)
Burns, WY
Burns WY
Advisors at this office
3
Wyoming
32 years of industry experience
Geneos Wealth Management Inc.
2013 - Present • 13 years
Casper, WY
Peak Asset Managers Llc
2011 - Present • 15 years
Casper, WY
Kaiser And Company
2011 - Present • 15 years
Casper, WY
Merrill
1998 - 2011 • 13 years
Casper, WY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Series 63, Series 65
Burns, WY
Geneos Wealth Management, Inc.
Christine Kelley is a financial advisor with Geneos Wealth Management, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with Geneos since 2013 and maintains concurrent roles at Peak Asset Managers LLC and Kaiser and Company since 2011. Outside of advising, she is a notary public and an independent representative for fixed insurance sales. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm utilizes a combination of continuous account monitoring, discretionary trading, and multiple analytic strategies to manage assets through customizable portfolio options and third-party money manager referrals.
Series 63
Burns, WY
Geneos Wealth Management, Inc.
Todd Bishop is a financial advisor with Geneos Wealth Management, Inc. He holds a Series 63 designation and has 36 years of industry experience. His career includes roles at Kaiser Wealth Management and Kaiser and Company since 1995. Outside of financial advisory, he is involved in agricultural ranching and livestock operations. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with financial planning, portfolio management, and access to third-party money managers. The firm employs a variety of investment strategies and offers both customized and model-based account solutions.
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