Daniel
Stewart
Geneos Wealth Management, Inc
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About this Advisor
Daniel Stewart is a financial advisor based in Shawnee, Kansas, working with Geneos Wealth Management, Inc. Daniel has previously held positions at Self Employed - Dan Stewart, Vsr Financial Services, Inc, Vsr Advisory Services, Professional Financial Concepts LLC, Summit Brokerage Services, Inc, Summit Financial Group, Inc, Securities America, Inc, Securities America Advisors, and Geneos Wealth Management Inc. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, Kansas, Missouri, and Texas. Currently, Daniel is part of Geneos Wealth Management, Inc, which operates out of Shawnee, Kansas. 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
Services Offered
Fee Structure
Office Location
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Geneos Wealth Management, Inc Brokerage Details
$5,163,064,970
200
21,980
$234,898
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
Daniel Stewart Work History
Geneos Wealth Management Inc
Professional Financial Concepts LLC
Securities America, Inc
Securities America Advisors
Summit Brokerage Services, Inc
Summit Financial Group, Inc
Vsr Advisory Services
Vsr Financial Services, Inc
Self Employed - Dan Stewart
Disclosures
Please visit the SEC profile of Daniel Stewart to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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