Glendale, AZ Office

Team
Updated today

Client AUM

$9,006,336,915

Clients

21,267

Advisors

2

Of 183 advisors across 97 offices

Location

Glendale AZ

Advisors at this office

2

Advisors at this office

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Jeremy M

CFP®, Series 66

Glendale, AZ

Geneos Wealth Management, Inc.

Jeremy Mitchell is a CFP® professional with 21 years of experience in the financial industry. He has been with Geneos Wealth Management, Inc. since 2011 and also maintains a long-term association with The Robert Harding Financial Group. Outside of his advisory role, he is a pilot and flight instructor and is involved as a senior developer and partner at Mobllis Studio LLC. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm utilizes a range of analytic approaches and strategies, combining continuous account monitoring with discretionary trading authority and customizable portfolios.

ESG / Sustainable investing Options & derivatives strategies
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Larry M

Series 63, Series 66

Glendale, AZ

Geneos Wealth Management, Inc.

Larry Mitchell is a financial advisor at Geneos Wealth Management, Inc. with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Geneos Wealth Management since 2006. He also operates Robert Harding Financial Group and is involved as an independent representative with various insurance carriers focused on fixed products. Outside of finance, he owns a family farm. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations through 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 for most accounts.

ESG / Sustainable investing Options & derivatives strategies
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