Geneos Wealth Management, Inc
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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
Years of Experience
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Geneos Wealth Management, Inc Brokerage Details
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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.
Wealth Management Group Of Kc, Inc
Geneos Wealth Management Inc
Royal Alliance Associates, Inc
Dennis Spratt Inc
Dennis Spratt has no disclosures.
Please visit their SEC profile for more details.