Chad
Harmon
Geneos Wealth Management, Inc
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About this Advisor
Chad Harmon is a financial advisor based out of Englewood, Colorado with 8 years of industry experience. Harmon is on the advisory team at Geneos Wealth Management, Inc. Throughout their career, Harmon has worked at Geneos Wealth Management Inc, A & I Financial Services LLC and A&I Wealth Management. Harmon maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Colorado. Geneos Wealth Management, Inc is a financial advisory company that has its headquarters in Englewood, CO. The investment advisory business has offices in 114 locations and a total of 200 people on staff. It controls $4 billion in assets among its 18,621 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 58 charitable organizations. Of its 18,621 client accounts, just 2% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm performs a number of services, including 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. Fees for financial advice largely are based on which services the firm provides the client. Fees billed by Geneos Wealth Management, Inc likely include 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
Chad Harmon Work History
Chad has been registered as a financial advisor for 8 years.*
A&I Wealth Management
Geneos Wealth Management Inc
A & I Financial Services 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 Chad Harmon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Geneos Wealth Management, Inc
Englewood, CO
Littleton, CO
Homer Glen, IL
Roanoke, VA
Midvale, UT
Englewood, CO
Montgomeryville, PA
La Canada Flintridge, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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