linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Fredrick James Wainio

Geneos Wealth Management, Inc.

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

About Fredrick James Wainio

Fredrick Wainio is an Investment Advisor Representative associated with Geneos Wealth Management, Inc., a firm with over 21,000 accounts and $5 billion in assets under management. Fredrick has experience in various financial sectors, working with individuals, corporations, and charitable organizations. Their expertise spans across various financial planning and investment management services, including portfolio management for businesses and individuals, pension consulting, and educational seminars. Fredrick Wainio holds Series 6 and Series 65 licenses.

Firm Information

Fredrick Wainio 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

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Fredrick Wainio’s Registration & Firm History

FL

03/23/2012 - Present

Geneos Wealth Management, Inc. (ST. AUGUSTINE FL)

FL

11/12/2003 - 09/21/2007

NYLIFE SECURITIES LLC (ST AUGUSTINE FL)

NY

08/29/2000 - 10/06/2003

AXA ADVISORS, LLC (NEW YORK NY)

VT

07/30/1999 - 08/18/2000

EQUITY SERVICES, INC. (MONTPELIER VT)

Not sure if Fredrick James Wainio is right for you?

Licenses & Designations

IA

Issued 02/16/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/29/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Fredrick James Wainio.
Not sure if Fredrick James Wainio is right for you?