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Max A
Series 63, Series 65
Longview, WA
Geneos Wealth Management, Inc.
Max Anderson is a financial advisor with Geneos Wealth Management, Inc. in Longview, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Geneos since 2006 and also operates Anderson and Anderson Advisory LLC. Anderson serves on multiple community and healthcare boards and coaches high school soccer. 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 employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority.
Conner W
Series 63, Series 65
Longview, WA
Geneos Wealth Management, Inc.
Conner Wallace is a financial advisor at Geneos Wealth Management, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Anderson and Anderson Advisory LLC and Statco-DSI. Outside of his advisory role, Conner serves as an assistant basketball coach at RA Long High School. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension, and profit-sharing plans, managing over $5.5 billion in client assets. The firm offers financial planning, portfolio management, and referrals to third-party money managers, employing a range of strategies including fundamental and technical analysis, with options for customized or model-based portfolios.
John A
Series 63, Series 66
Longview, WA
Geneos Wealth Management, Inc.
John Anderson is a financial advisor at Geneos Wealth Management, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Geneos since 2007. Anderson is a 50% owner of Anderson and Anderson Advisory LLC. 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 using multiple analytic approaches and customizable portfolio strategies.
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