Edward
Barfield
Geneos Wealth Management, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Edward Barfield is a chartered financial consultant working in Saint Louis, Missouri with 2 years of industry experience. Barfield works at Geneos Wealth Management, Inc. Over the course of their career, they have held roles at Cetera Advisor Networks LLC, Veritas Advisors LLC, Geneos Wealth Management Inc, Summit Brokerage Services Inc and Summit Financial Group. Barfield has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to operate in Missouri and Texas. Geneos Wealth Management, Inc is a registered investment company that has its headquarters in Englewood, CO. The investment advisory business has offices in 114 locations and a total of 200 advisors. It handles $4 billion in assets across its 18,621 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 58 charities and foundations. Of its 18,621 customer accounts, just 2% are associated with high-net-worth individuals who have more than $1 million in investable assets. The business has 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. Financial advisory fee schedules depend on which services the firm provides the client. Fee types billed by Geneos Wealth Management, Inc likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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
$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
Edward Barfield Work History
Edward has been registered as a financial advisor for 2 years.*
Veritas Advisors LLC
Geneos Wealth Management Inc
Cetera Advisor Networks LLC
Summit Brokerage Services Inc
Summit Financial Group
*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 Edward Barfield 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
Englewood, CO
Littleton, CO
Montgomeryville, PA
Sellersburg, IN
Knoxville, TN
La Canada Flintridge, CA
Midvale, UT
Englewood, CO
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
