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Caitlin Geier

Country Capital Management Co.

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About Caitlin Geier

Caitlin Geier is a financial advisor with Country Capital Management Co., located in Bloomington, Illinois. Caitlin has over 3 years of experience in the financial industry, and is licensed to sell securities in several states including Arizona, Colorado, Illinois, Nevada, and Oklahoma. Caitlin holds several securities licenses, including Series 7, 66, 6, 26, 51 and SIE. Caitlin is dedicated to providing her clients with personalized financial advice and guidance. Prior to joining Country Capital Management Co., Caitlin worked at Edward Jones.

Firm Information

Caitlin Geier is currently registered with Country Capital Management Co.. Country Capital Management Co. is a corporation that was formed on August 4, 1965. The firm is registered with the SEC and in 30 states.

Not reported

Assets Under Management

Not reported

Total Clients

866

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.

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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Caitlin Geier’s Registration & Firm History

IL

04/14/2022 - Present

Country Capital Management Co. (BLOOMINGTON IL)

MO

09/19/2019 - 03/17/2022

EDWARD JONES (ST LOUIS MO)

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Licenses & Designations

BOTH

Issued 11/11/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/29/2022

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 04/27/2022

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/19/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/08/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Caitlin Geier.
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