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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Paul Costner is a financial advisor with over 30 years of experience in the industry. Richard Paul Costner is a CERTIFIED FINANCIAL PLANNER™ professional and a registered representative of Geneos Wealth Management, Inc. Richard Paul Costner specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Richard Paul Costner has experience working with high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. Prior to joining Geneos Wealth Management, Inc., Richard Paul Costner was a financial advisor with AIG Financial Advisors, Inc., SunAmerica Securities, Inc., and Richey Financial Group, Inc. Richard Paul Costner is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
06/17/2024 - Present
Geneos Wealth Management, Inc. (LAKEWOOD CO)
CO
10/31/2005 - 04/03/2006
AIG FINANCIAL ADVISORS, INC. (GREENWOOD VILLAGE CO)
AZ
03/16/1999 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
07/16/1992 - 03/30/1999
RICHEY FINANCIAL GROUP, INC. (FULLERTON CA)
IA
Issued 03/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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