linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Tony Gene Griepentrog

Geneos Wealth Management, Inc.

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

About Tony Gene Griepentrog

Tony Gene Griepentrog has been in the financial services industry since March 11, 1999. Tony is currently registered with Geneos Wealth Management, Inc., and has been with the firm since April 2009. Tony has experience working with individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations. Tony's firm offers a variety of financial planning services, including portfolio management for individuals and businesses, pension consulting, and educational seminars. Tony also has a DBA, Generational Wealth Planning, which is located at the Geneos Wealth Management, Inc. branch office.

Firm Information

Tony Griepentrog 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.

Tony Griepentrog’s Registration & Firm History

CO

09/25/2013 - Present

Geneos Wealth Management, Inc. (Englewood CO)

IL

11/23/2004 - 04/02/2009

NEXT FINANCIAL GROUP, INC. (STRONGHURST IL)

FL

03/12/1999 - 12/01/2004

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

Not sure if Tony Gene Griepentrog is right for you?

Licenses & Designations

BOTH

Issued 03/25/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tony Gene Griepentrog.
Not sure if Tony Gene Griepentrog is right for you?