Curtis
Zeigler
Geneos Wealth Management, Inc
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About this Advisor
Curtis Zeigler is a financial advisor working in Denver, Colorado with a total of 16 years of industry experience. Zeigler is an advisor for Geneos Wealth Management, Inc. Throughout their career, Zeigler has worked at Capital Management Group, Geneos Wealth Management Inc and Ascendant Financial Soutions, Inc. Zeigler holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Colorado and Texas. Geneos Wealth Management, Inc is an advisory business operating out of Englewood, CO. The company has offices in 114 locations and a total of 200 financial advisors. It handles $4 billion in assets under management between its 18,621 client accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 58 charitable organizations. Of its 18,621 accounts, just 2% are held by high-net-worth clients who have more than $1 million in assets available to invest. Geneos Wealth Management, Inc performs 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. Financial management fees typically vary depending on which services the firm provides the client. Fees charged by Geneos Wealth Management, Inc likely are comprised of 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$4,081,076,864
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
200
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
18,621
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$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
Curtis Zeigler Work History
Curtis has been registered as a financial advisor for 16 years.*
Geneos Wealth Management Inc
Capital Management Group
Ascendant Financial Soutions, Inc
*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 Curtis Zeigler 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
Midvale, UT
Knoxville, TN
Montgomeryville, PA
Roanoke, VA
Homer Glen, IL
La Canada Flintridge, CA
Sellersburg, IN
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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