Travis
Peter

Geneos Wealth Management, Inc

CRD#5317746
Investment Advisor
in Lamar, CO

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About this Advisor

Travis Peter is a financial advisor based in Lamar, Colorado, working with Geneos Wealth Management, Inc. Travis has previously held positions at Lpl Financial, LLC, Geneos Wealth Management, and Tzp Retirement Services. Travis has passed the Series 66 regulatory exam and is registered to provide services in Kansas and New Jersey. Currently, Travis is part of Geneos Wealth Management, Inc, which operates out of Lamar, Colorado. 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

Series 66

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

303 Woodland Dr
Lamar, CO 81052

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Geneos Wealth Management, Inc Brokerage Details

Total Assets Under Management

$5,163,064,970

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

200

CO Average: 28
Total Number of Accounts

21,980

CO Average: 1,101
Average Account Size

$234,898

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

Travis Peter Work History

2014 - Present (11 years)

Geneos Wealth Management

2012 - Present (13 years)

Tzp Retirement Services

2012 - 2014 (2 years)

Lpl Financial, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Travis Peter 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

Jameson Taunton
Greenville, NC
Giovanni Flores
Addison, TX
Robert Stoner
Erie, PA
Anna Fanning
Foxfield, CO
Dillon Lambert
Ardmore, OK
Travis Martin
Addison, TX
David Arthur
Roanoke, VA
Anthony Finch
Foxfield, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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