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Peggy Jane Velicer

Geneos Wealth Management, Inc.

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About Peggy Jane Velicer

Peggy Velicer is a financial advisor who has been in the industry since 1994. Peggy is currently registered with Geneos Wealth Management, Inc., and is based in Hobart, Wisconsin. Peggy has a broad range of experience, including working for SII INVESTMENTS, INC., and specializing in a variety of financial areas. Peggy also has multiple professional licenses, including Series 6, Series 26, and Series 63.

Firm Information

Peggy Velicer 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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Peggy Velicer’s Registration & Firm History

WI

11/22/2017 - Present

Geneos Wealth Management, Inc. (Hobart WI)

WI

01/04/1994 - 11/22/2017

SII INVESTMENTS, INC. (HOBART WI)

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Licenses & Designations

BC

Issued 01/14/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/05/1997

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/30/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Peggy Jane Velicer. Review regulatory record here.
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