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Heriberto J Luna

Geneos Wealth Management, Inc.

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About Heriberto J Luna

Heriberto J Luna has been a registered investment advisor for over 14 years. Heriberto J Luna is currently registered with Geneos Wealth Management, Inc., and has previously been registered with Commonwealth Financial Network. Heriberto J Luna provides investment advisory services to a broad range of clients, including individuals, corporations, and charitable organizations. Heriberto J Luna has experience in portfolio management, financial planning, and pension consulting.

Firm Information

Heriberto Luna 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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Heriberto Luna’s Registration & Firm History

RI

09/15/2021 - Present

Geneos Wealth Management, Inc. (CRANSTON RI)

RI

12/13/2007 - 09/23/2011

COMMONWEALTH FINANCIAL NETWORK (CRANSTON RI)

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Licenses & Designations

BOTH

Issued 10/05/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/25/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Heriberto J Luna.
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