Kirk
Wilson
Geneos Wealth Management, Inc
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About this Advisor
Kirk Wilson is a financial advisor based in Tucson, Arizona, working with Geneos Wealth Management, Inc. Kirk has previously held positions at Geneos Wealth Management Inc, Generation Financial LLC, and Synergy Wealth Solutions LLC. Kirk has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona and Texas. Currently, Kirk is part of Geneos Wealth Management, Inc, which operates out of Tucson, Arizona. The firm has 116 offices and 200 employees. The firm manages assets totaling $5.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Geneos Wealth Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Geneos Wealth Management, Inc Brokerage Details
$5,163,064,970
200
21,980
$234,898
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
Kirk Wilson Work History
Synergy Wealth Solutions LLC
Geneos Wealth Management Inc
Generation Financial LLC
Disclosures
Please visit the SEC profile of Kirk Wilson 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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