Paul
Basballe
Geneos Wealth Management, Inc
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About this Advisor
Paul Basballe is a financial advisor working in Rochester, Minnesota who has 10 years of relevant experience. Basballe is on the advisory team at Geneos Wealth Management, Inc. During their career, the advisor has held roles at Advisors Group, Inc, Geneos Wealth Management Inc and Inspired Retirement Planning. Basballe has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Minnesota. Geneos Wealth Management, Inc is a business that has its headquarters in Englewood, CO. The company has offices in 114 locations and a total of 200 financial advisors. It oversees $4 billion in assets across its 18,621 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 58 charities and foundations. Of its 18,621 client accounts, just 2% are held by high-net-worth investors who have at least $1 million in assets. Geneos Wealth Management, Inc provides 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 charged by financial advisors depend on which services the firm provides the client. Fee types charged by Geneos Wealth Management, Inc most likely include 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
Paul Basballe Work History
Paul has been registered as a financial advisor for 10 years.*
Inspired Retirement Planning
Geneos Wealth Management Inc
Advisors Group, Inc
Geneos Wealth Management Inc
Advisors 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 Paul Basballe 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
Sellersburg, IN
Homer Glen, IL
Knoxville, TN
Englewood, CO
Roanoke, VA
Littleton, CO
La Canada Flintridge, CA
Montgomeryville, PA
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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