An independent wealth management firm serving clients throughout the United States. We're fiduciaries, which means we adhere to the highest legal standard to act in your best interests and do everything we can to help you reach your most important goals.

CONNECT

Address:

1200 Centennial Centre Blvd.,Suite #300, Hobart, WI 54155
Green Bay, WI 54304

Phone:

920-494-2040,Toll Free: 1-800-749-9628

Fax/Other:

920-496-1211

Securities Protection

Your Account Is Protected

Securities in accounts carried by Geneos Wealth Management, Inc.  are protected in accordance with the Securities Investor Protection Corporation (“SIPC”) up to $500,000 (including up to $100,000 for cash awaiting reinvestment). Your Geneos Wealth Management accounts through Pershing (Pershing, LLC, a subsidiary of The Bank Of New York Mellon Corporation) may have coverage extended beyond these amounts. Neither coverage protects against a decline in the market value of securities, nor does either coverage extend to certain investments that are considered ineligible for coverage. For more details on SIPC, or to request a SIPC brochure, visit www.sipc.org or call 1-202-371-8300. For information regarding increased coverage on Pershing accounts, please visit http://www.pershing.com/media/PER_SIPC_2.pdf .

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Check the background of this financial professional on FINRA's BrokerCheck