Peter
Vanflein
Geneos Wealth Management, Inc
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About this Advisor
Peter Vanflein is a financial advisor working in Fairbanks, Alaska with a total of 16 years of industry experience. Vanflein is an advisor for Geneos Wealth Management, Inc. Throughout their career, Vanflein has worked at Geneos Wealth Management and Van Flein Financial, LLC. Vanflein maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to serve investors in Alaska. Geneos Wealth Management, Inc is a financial advisory firm based in Englewood, CO. It has offices in 114 locations and a total of 200 financial advisors. It handles $4 billion in assets under management across its 18,621 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 58 charitable organizations. Of its 18,621 customer accounts, just 2% are held by high-net-worth clients who have at least $1 million in assets available to invest. Geneos Wealth Management, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees typically depend on which service is provided. Fee types charged by Geneos Wealth Management, Inc may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Geneos Wealth Management, Inc Brokerage Details
$4,081,076,864
200
18,621
$219,165
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Peter Vanflein Work History
Peter has been registered as a financial advisor for 16 years.*
Geneos Wealth Management
Van Flein Financial, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Peter Vanflein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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