Richard
Costner
Geneos Wealth Management, Inc
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About this Advisor
Richard Costner is a certified financial planner working in Denver, Colorado with a total of 17 years of industry experience. Costner is an advisor for Geneos Wealth Management, Inc. Their career trajectory has included roles at Geneos Wealth Management, Inc and G5 Financial Group. Costner has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Colorado. Geneos Wealth Management, Inc is a financial advisory company operating out of Englewood, CO. The company has offices in 114 locations and a total of 200 advisors. It handles $4 billion in assets under management across its 18,621 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises 58 charitable organizations. Of its 18,621 accounts, just 2% belong to high-net-worth clients who have greater than $1 million in investable assets. Geneos Wealth Management, Inc 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 management typically are based on which service is provided. Fees charged by Geneos Wealth Management, Inc likely include any 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
Richard Costner Work History
Richard has been registered as a financial advisor for 17 years.*
G5 Financial Group
Geneos Wealth Management, 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 Richard Costner 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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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.
