David
Sloan
Geneos Wealth Management, Inc
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About this Advisor
David Sloan is a financial advisor based in Burnsville, Minnesota, working with Geneos Wealth Management, Inc. David has previously held positions at Sonnenfeld Financial, Geneos Wealth Management, Uw-La Crosse, Cargill Inc, and Sloan Financial Solutions LLC. David has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, David is part of Geneos Wealth Management, Inc, which operates out of Burnsville, Minnesota. 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
David Sloan Work History
Sloan Financial Solutions LLC
Geneos Wealth Management
Sonnenfeld Financial
Sonnenfeld Financial
Geneos Wealth Management
Cargill Inc
Uw-La Crosse
Disclosures
Please visit the SEC profile of David Sloan 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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