Dennis
Spratt

Geneos Wealth Management, Inc

CRD#1058689
Investment Advisor
in Kansas City, MO
Are you Dennis Spratt? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Dennis Spratt is an advisor in Kansas City, Missouri. Currently a registered financial advisor with Geneos Wealth Management, Inc, they have gathered a notable 22 years of professional experience in the financial advisory industry. Spratt holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Spratt can work with investors based out of Kansas and Texas. Over the course of their career, Spratt has held roles at Royal Alliance Associates, Inc, Dennis Spratt Inc, Wealth Management Group Of Kc, Inc and Geneos Wealth Management Inc. Geneos Wealth Management, Inc is based out of Kansas City, Missouri, and operates out of 133 locations in the nation. Overall, Geneos Wealth Management, Inc oversees $3 billion in assets throughout 12,689 client accounts and employs more than 250 people. The level of assets currently under the firm's management places it among the largest firms in the United States. The firm manages 12,649 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 2% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Geneos Wealth Management, Inc offers 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 firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

22 years

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

Disclosures

No

Office Location

1201 Walnut St Suite #400
Kansas City, MO 64106

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Geneos Wealth Management, Inc Brokerage Details

Total Assets Under Management

$3,022,884,842

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

250

MO Average: 28
Total Number of Accounts

12,689

MO Average: 1,101
Average Account Size

$238,229

MO Average: $2,134,119

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Dennis Spratt Work History

Dennis has 22 years of experience.

2009 - Present (10 years)

Wealth Management Group Of Kc, Inc

2009 - Present (10 years)

Geneos Wealth Management Inc

1996 - 2009 (13 years)

Royal Alliance Associates, Inc

1996 - 2008 (12 years)

Dennis Spratt Inc

Disclosures

Dennis Spratt has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started