James
Warren

Geneos Wealth Management, Inc

CRD#1067639
Investment Advisor
in Kansas City, MO
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About this Advisor

James Warren is a certified financial planner whose office is in Kansas City, Missouri. Currently an investment advisor with Geneos Wealth Management, Inc, they have gathered an impressive 29 years of work experience. Warren maintains a Series 63 license, designating the advisor as a securities representative. Warren can act as a financial advisor in Missouri and Texas. Throughout their career, Warren has worked at Royal Alliance Associates, Inc, Warren Financial Group, Inc, Geneos Wealth Management, Inc and Compass Wealth Management LLC. Geneos Wealth Management, Inc is based out of Kansas City, Missouri, and operates out of 133 brick-and-mortar locations in the country. In total, Geneos Wealth Management, Inc manages $3 billion in assets throughout 12,689 accounts and retains more than 250 people. The firm's total assets under management places it among the largest investment advisory firms in the nation. The firm manages 12,649 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 2% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Geneos Wealth Management, Inc can provide 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's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

29 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

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Geneos Wealth Management, Inc Brokerage Details

Total Assets Under Management

$3,294,334,641

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

230

MO Average: 28
Total Number of Accounts

15,747

MO Average: 1,101
Average Account Size

$209,204

MO Average: $2,134,119

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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

James Warren Work History

James has 29 years of experience.

2013 - Present (6 years)

Compass Wealth Management LLC

2009 - Present (10 years)

Geneos Wealth Management, Inc

1992 - 2013 (21 years)

Warren Financial Group, Inc

1989 - 2009 (20 years)

Royal Alliance Associates, Inc

Disclosures

James Warren has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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