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Carrie Ann O'Hara

Geneos Wealth Management, Inc.

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About Carrie Ann O'Hara

Carrie O'Hara is a financial professional with over 10 years of experience. Carrie is currently registered with Geneos Wealth Management, Inc. and has been with the firm since September 2015. Prior to joining Geneos Wealth Management, Inc., Carrie was associated with Vanguard Marketing Corporation for over 2 years. Carrie holds the Series 63, Series 7 and SIE licenses. Carrie focuses on providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

Firm Information

Carrie O'Hara 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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Carrie O'Hara’s Registration & Firm History

AZ

09/28/2015 - Present

Geneos Wealth Management, Inc. (SCOTTSDALE AZ)

AZ

01/01/2012 - 10/28/2014

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

AZ

04/03/2009 - 06/29/2010

ARQUE CAPITAL, LTD. (SCOTTSDALE AZ)

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Licenses & Designations

BC

Issued 01/03/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/02/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Carrie Ann O'Hara. Review regulatory record here.
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