Geneos Wealth Management, Inc
Answer a few questions and
get matched with an advisor.
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
Years of Experience
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
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Compass Wealth Management LLC
Geneos Wealth Management, Inc
Warren Financial Group, Inc
Royal Alliance Associates, Inc
James Warren has no disclosures.
Please visit their SEC profile for more details.