Alyssa
Marks
Geneos Wealth Management, Inc
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About this Advisor
Alyssa Marks is a financial advisor who works in East Peoria, Illinois who has 10 years of relevant experience. Marks is currently employed by Geneos Wealth Management, Inc. Marks has gained experience at Geneos Wealth Management, Cmfs Group Inc and Trifecta Financial LLC. Marks holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Illinois and Texas. Geneos Wealth Management, Inc is a registered investment firm based in Englewood, CO. It has offices in 114 locations and a total of 200 financial advisors. It manages $4 billion in assets across its 18,621 accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 58 charitable organizations. Of its 18,621 accounts, just 2% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Geneos Wealth Management, Inc provides a diverse set 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 fee schedules vary depending on the financial services offered. Fee types billed by Geneos Wealth Management, Inc can be comprised of any combination 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
Alyssa Marks Work History
Alyssa has been registered as a financial advisor for 10 years.*
Trifecta Financial LLC
Geneos Wealth Management
Cmfs Group 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 Alyssa Marks 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
Montgomeryville, PA
Knoxville, TN
La Canada Flintridge, CA
Roanoke, VA
Sellersburg, IN
Homer Glen, IL
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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