Burns, WY Office
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Geneos Wealth Management, Inc.
Multi-team
Firm-wide stats for Geneos Wealth Management, Inc.
About
Geneos Wealth Management is an SEC‑registered investment adviser that offers financial planning, portfolio management, and referrals to third‑party money managers through traditional and wrap‑fee programs (including VIP, VIP Ultra and Axiom). The firm serves individuals (including high‑net‑worth clients), trusts, estates, corporations, pension and profit‑sharing plans and other institutions, and reported $5,597,000,000 in client assets under management as of December 31, 2024.
Geneos enables representatives to provide ongoing advisory supervision—typically on a discretionary basis for non‑ERISA accounts and non‑discretionary for certain ERISA plans—using a mix of fundamental, technical, charting and cyclical analysis and strategies that include long‑term and short‑term equity positions, options, margin and tactical asset‑allocation approaches. Clients can receive customized accounts or model‑based allocations through Axiom, participate in advisor‑managed VIP platforms, or be referred to approved unaffiliated money managers where representatives act as the conduit and monitor.
The firm’s dual role as both an SEC‑registered adviser and a FINRA‑registered broker‑dealer is a distinguishing feature: Geneos conducts broker‑dealer activities that generate ticket charges and other revenue (including fees tied to Pershing sweep/Insured Deposit Program arrangements and business growth credits). Geneos also discloses relationships between related persons and law firms, real estate brokers and pension consultants, and has previously addressed an SEC enforcement matter—rebating amounts the SEC identified (at least $1,047,617.50 in 12b‑1 fees and $386,185.77 in revenue sharing) and revising policies—while also disclosing potential conflicts such as promoter/referral fees and forgivable transition notes to representatives.
Based on Geneos Wealth Management, Inc.
Expertise
Based on Geneos Wealth Management, Inc.
Location
Burns WY
Advisors at this office
3
Advisors at this office
Christine K
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.
Mark P
Series 63, Series 65
Burns, WY
Geneos Wealth Management, Inc.
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.
Todd B
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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