David
Lalonde

Geneos Wealth Management, Inc

CRD#4701090
Investment Advisor
in Colorado Springs, CO

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About this Advisor

David Lalonde is a financial advisor based in Colorado Springs, Colorado who has 6 years of industry experience. Lalonde is currently employed by Geneos Wealth Management, Inc. Their career trajectory has included roles at Proequities, Inc, Presidential Brokerage, Inc, Geneos Wealth Management, Inc, Rocky Mountain Wealth Partners, LLC and Rocky Mountain College Planning Solutions. Lalonde has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Colorado and Texas. Geneos Wealth Management, Inc is an advisory business based out of Englewood, CO. The company has offices in 114 locations and a total of 200 advisors. It manages $4 billion in assets across its 18,621 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 58 charitable organizations. Of its 18,621 customer accounts, just 2% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm performs a broad assortment 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. Fees charged by financial advisors usually are based on the type of financial services. However, fees charged by Geneos Wealth Management, Inc most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2153 Chuckwagon Rd Ste 202
Colorado Springs, CO 80919

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Geneos Wealth Management, Inc Brokerage Details

Total Assets Under Management

$4,081,076,864

CO Average: $2,349,664,866
Total Number of Employees

200

CO Average: 28
Total Number of Accounts

18,621

CO Average: 1,101
Average Account Size

$219,165

CO Average: $2,134,119

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

David Lalonde Work History

David has been registered as a financial advisor for 6 years.*

2018 - Present (6 years)

Rocky Mountain College Planning Solutions

2017 - Present (7 years)

Geneos Wealth Management, Inc

2017 - Present (7 years)

Rocky Mountain Wealth Partners, LLC

2013 - 2017 (4 years)

Presidential Brokerage, Inc

2011 - 2013 (2 years)

Proequities, 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 David Lalonde 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

Michelle France
Midvale, UT
Matthew Grasman
Homer Glen, IL
Thomas Wint
Sellersburg, IN
Anthony Hammer
Knoxville, TN
Paul Knipping
Englewood, CO
Robert Arthur
Roanoke, VA
Brent Donovan
La Canada Flintridge, CA
Joyce Mcdaniel
Englewood, CO

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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