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Angela Rene Rehkop

Geneos Wealth Management, Inc.

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About Angela Rene Rehkop

Angela Rehkop is a financial advisor who has been working in the industry since December 1993. Angela is currently registered with Geneos Wealth Management, Inc. and has been associated with the firm since July 2018. Prior to joining Geneos Wealth Management, Inc. Angela worked at LPL Financial LLC. Angela is licensed to provide investment advisory services in Georgia and Texas. Angela holds the following licenses and certifications: Series 6, Series 7, Series 62, Series 63, and Series 65. Angela also has the designations Certified Financial Planner and Chartered Financial Consultant.

Firm Information

Angela Rehkop is currently registered with Geneos Wealth Management, Inc.. Geneos Wealth Management, Inc. is a corporation formed in April 2002 and headquartered in Englewood, Colorado. They are a registered investment advisor with the SEC and all 50 states. The firm provides financial planning, pension consulting, and educational seminars. They also offer portfolio management for individuals, businesses, and select other advisors. Geneos Wealth Management manages over $5.2 billion in assets for approximately 21,260 clients.
Geneos Wealth Management, Inc.

9635 MAROON CIRCLE

ENGLEWOOD, CO 80112

$5.21B

Assets Under Management

150

Total Clients

214

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Angela Rehkop’s Registration & Firm History

GA

06/28/2024 - Present

Geneos Wealth Management, Inc. (ATLANTA GA)

GA

08/09/2011 - 07/24/2018

LPL FINANCIAL LLC (ATLANTA GA)

GA

05/27/2010 - 08/09/2011

SECURITIES AMERICA, INC. (ATLANTA GA)

GA

02/09/2004 - 06/04/2010

EQUITY SERVICES, INC. (ATLANTA GA)

MA

09/11/2002 - 02/02/2004

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

09/11/2002 - 02/02/2004

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

MA

04/07/1994 - 08/21/2002

ALLMERICA INVESTMENTS, INC. (WORCESTER MA)

NA

01/31/1989 - 06/21/1989

J. W. GANT & ASSOCIATES, INC.

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Licenses & Designations

IA

Issued 07/27/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/22/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/1997

Series 7 - General Securities Representative Examination

BC

Issued 04/05/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/17/1989

Series 62 - Corporate Securities Limited Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Angela Rene Rehkop. Review regulatory record here.
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