West Fargo, ND Office

Jason Lauritsen is a financial advisor at Geneos Wealth Management, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Geneos Wealth Management since 2005. Lauritsen also serves as a commissioner for the West Fargo Park District and holds board positions with the Lutheran Church of the Cross Foundation, West Fargo Exchange Club, and West Fargo Parks Foundation. Geneos Wealth Management serves a broad mix of clients, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies and analytic approaches, combining continuous account monitoring with discretionary trading authority for most client accounts.

Stephanie Lauritsen is a financial advisor at Geneos Wealth Management, Inc. with 16 years of industry experience. She holds a Series 66 designation and has worked at Geneos Wealth Management since 2006 and at Retirement Planners since 2019. Outside of advising, Lauritsen owns Lauritsen Land & Cattle Company, conducts public speaking workshops through All Things Finance, and serves on the boards of West Fargo Packer Backers and Town and Country Credit Union. 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 a range of investment strategies and portfolio management options tailored to client needs.