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Kari B
Series 66
Rochester, MN
Geneos Wealth Management, Inc.
Kari Brown is a financial advisor at Geneos Wealth Management, Inc. with 27 years of industry experience. She holds a Series 66 designation and has worked at Geneos since 2004, alongside prior experience at Advisors Group and Inspired Retirement Planning. Outside of her advisory role, she is a notary public and provides registered assistant support as well as occasional babysitting and housesitting services. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutions with financial planning, portfolio management, and referrals to third-party money managers. The firm employs a variety of investment strategies including discretionary advisory supervision, tactical asset allocation, and customized or model-based portfolios, managing over $5.5 billion in client assets as of December 31, 2024.
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