Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Basballe is a financial advisor with Geneos Wealth Management, Inc. Dana has been in the industry since 1995 and is registered with the state of Minnesota. Dana offers financial planning, portfolio management for businesses and individuals, and pension consulting services to individuals, businesses, corporations, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
11/04/2013 - Present
Geneos Wealth Management, Inc. (PLAINVIEW MN)
CO
10/03/2003 - 03/19/2004
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
IA
08/03/2001 - 10/10/2003
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
CO
06/13/1997 - 08/03/2001
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
NA
09/13/1996 - 06/02/1997
DAIN BOSWORTH INCORPORATED
MN
10/17/1995 - 07/29/1996
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
IA
Issued 05/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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