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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Mullenaux is an Investment Advisor Representative with Geneos Wealth Management, Inc. in Colorado Springs, CO. Kathryn has been in the securities industry since 1998. Kathryn has Series 7, 24, 53, 55, 63 and 66 securities licenses. Geneos Wealth Management, Inc. is a Registered Investment Advisor. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for businesses and individuals.
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
CO
01/02/2014 - Present
Geneos Wealth Management, Inc. (COLORADO SPRINGS CO)
WI
11/27/2009 - 12/03/2009
EDWARD JONES (SHEBOYGAN WI)
WI
03/10/1998 - 11/12/2009
H. C. DENISON CO. (SHEBOYGAN WI)
BOTH
Issued 07/10/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/18/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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