Englewood, CO Maroon Circle logo

Englewood, CO Maroon Circle Office

Team
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Geneos Wealth Management, Inc. logo

Geneos Wealth Management, Inc.

Multi-team

Firm-wide stats for Geneos Wealth Management, Inc.

Total advisors

183

Across 97 offices

Clients per advisor

116 Very High

Avg AUM per client

$423,489 Low

HNW client ratio

3% Very Low

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

ESG / Sustainable investing Options & derivatives strategies

Based on Geneos Wealth Management, Inc.

Location

9635 Maroon Circle, Suite 100

Englewood CO 80112

Advisors at this office

8

Advisors at this office

user avatar

Pamala R

Series 63, Series 66

Englewood, CO

Geneos Wealth Management, Inc.

Pamala Reichert is a financial advisor at Geneos Wealth Management, Inc. in Englewood, CO, holding Series 63 and Series 66 licenses with 27 years of industry experience. She has been with Geneos Wealth Management since 2007. Outside of her advisory role, she is a member and property owner of R&R Ranch LLC. 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’s investment approach integrates continuous account monitoring, discretionary trading, and a variety of analytic strategies, with options for customized portfolios and third-party money manager referrals.

ESG / Sustainable investing Options & derivatives strategies
user avatar

Joyce M

Series 63, Series 66

Englewood, CO

Geneos Wealth Management, Inc.

Joyce Mcdaniel is a financial advisor with Geneos Wealth Management, Inc. in Englewood, Colorado, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Her prior roles include positions at Kestra Investment Services, Merrill, and A & I Wealth Management. She has been with Geneos Wealth Management since 2013. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and third-party money manager referrals, managing over $5.5 billion in client assets as of 2024, utilizing a range of investment strategies and flexible account management options.

ESG / Sustainable investing Options & derivatives strategies
user avatar

Dean R

Series 66

Englewood, CO

Geneos Wealth Management, Inc.

Dean Rager is a financial advisor with Geneos Wealth Management, Inc. in Englewood, CO, holding a Series 66 designation and 24 years of industry experience. He has worked at Geneos Wealth Management since 2004 and was previously with Portfolio Design Advisors from 2011 to 2024. Outside of his advisory role, he is president of GENTECH and a subject matter expert for SOFTEK INIC. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, providing financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and strategies, offering discretionary trading and customizable portfolios, as well as access to third-party money managers.

ESG / Sustainable investing Options & derivatives strategies
user avatar

Sharon G

Series 66

Englewood, CO

Geneos Wealth Management, Inc.

Sharon Gaspar is a financial advisor at Geneos Wealth Management, Inc. with seven years of industry experience. She holds the Series 66 designation and has worked with firms including Northwestern Mutual Investment Services LLC and Genesis Corp. Gaspar is based in Englewood, Colorado. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and referrals to third-party money managers, using a variety of investment strategies and programs to meet client needs.

ESG / Sustainable investing Options & derivatives strategies
user avatar

Ryan D

Series 66

Englewood, CO

Geneos Wealth Management, Inc.

Ryan Diachok is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 designation and 26 years of industry experience. He has been with Geneos Wealth Management since 2002. Outside of his advisory role, he owns Summit Dance LLC and Basis Points LLC, a boat rental business. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with financial planning, portfolio management, and referrals to third-party money managers. The firm uses a variety of investment strategies and offers both customized and model-based accounts, managing over $5.5 billion in client assets as of December 2024.

ESG / Sustainable investing Options & derivatives strategies
user avatar

Kristin S

Series 63, Series 65

Englewood, CO

Geneos Wealth Management, Inc.

Kristin Sesko is a financial advisor at Geneos Wealth Management, Inc. with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Geneos since 2007. Outside of her advisory role, she is a Mary Kay cosmetics representative and performs as a vocalist for weddings and receptions. 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 with an investment approach that combines continuous account monitoring, discretionary trading, and various analytic strategies ranging from long-term buy-and-hold to tactical timing.

ESG / Sustainable investing Options & derivatives strategies
user avatar

Timothy K

Series 63, Series 65

Englewood, CO

Geneos Wealth Management, Inc.

Timothy Kenkel is a financial advisor at Geneos Wealth Management, Inc. with 28 years of industry experience. He has held positions at firms including Cascade Financial Management and Wells Fargo Clearing. Outside of his advisory work, he volunteers with the Boulder Mountain Bike Patrol. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and access to third-party money managers, utilizing a variety of investment strategies including discretionary and non-discretionary advisory supervision across equity, options, and tactical asset-allocation approaches.

ESG / Sustainable investing Options & derivatives strategies
user avatar

Wesley S

CFA®, Series 65

Englewood, CO

Geneos Wealth Management, Inc.

Wesley Strode is a CFA® charterholder and holds a Series 65 license with 19 years of industry experience. He has been with Geneos Wealth Management, Inc. since 2012 and also worked at Portfolio Design Advisors during that time. Outside of his advisory work, he is an owner of S Lazy R Ranch. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension 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.

ESG / Sustainable investing Options & derivatives strategies
View complete list of advisors at this office
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