Invested Better
Unclaimed

Unclaimed

Unclaimed

Dean Allen Rager

Geneos Wealth Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Dean? Claim Your Profile

About Dean Allen Rager

Dean Allen Rager is a financial advisor registered with Geneos Wealth Management, Inc. in Englewood, Colorado. Dean has been in the financial industry since 2001. Dean has a background in insurance and has held previous positions with United Securities Alliance, Inc. and Multi-Financial Securities Corporation. Dean specializes in working with high-net-worth individuals, charitable organizations, and corporations or other businesses.

Firm Information

Dean Rager 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Dean Rager’s Registration & Firm History

CO

01/29/2004 - Present

Geneos Wealth Management, Inc. (Englewood CO)

CO

03/25/2002 - 06/14/2004

UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)

CO

12/03/2001 - 03/26/2002

MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)

Not sure if Dean Allen Rager is right for you?

Licenses & Designations

BOTH

Issued 02/06/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/08/2002

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/30/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dean Allen Rager.
Not sure if Dean Allen Rager is right for you?