Mark
Horstmann

Geneos Wealth Management, Inc

CRD#4079505
Investment Advisor
in Kansas City, MO
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About this Advisor

Mark Horstmann is a certified financial planner and personal financial specialist who works in Kansas City, Missouri, who has been in the industry for 19 years. Horstmann is an employee of Geneos Wealth Management, Inc. During their career, the advisor has held roles at Multi-Financial Securities Corporation, Cetera Advisors LLC, Geneos Wealth Management Inc, Weatherby Financial Services, Lc and Compass Wealth Management LLC. Horstmann holds a Series 63 license, designating them as a securities agent, and is able to serve investors in Missouri. Geneos Wealth Management, Inc is a registered investment firm that has its headquarters in Kansas City, Missouri. It has offices in 133 locations and a total of 250 advisors. It handles $3 billion in assets under management among its 12,689 client accounts, making it one of the biggest firms in the country by assets under management. Of its 12,689 client accounts, just 2% are held by high-net-worth individuals who have at least $1 million in assets. Geneos Wealth Management, Inc performs 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 management fees usually vary depending on the services. However, fee types charged by Geneos Wealth Management, Inc may include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner, Personal Financial Specialist

Years of Experience

19 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

Mark Horstmann Work History

Mark has 19 years of experience.

2013 - 2013 (0 years)

Cetera Advisors LLC

2013 - Present (6 years)

Geneos Wealth Management Inc

2013 - Present (6 years)

Compass Wealth Management LLC

2004 - 2012 (8 years)

Multi-Financial Securities Corporation

1999 - 2013 (14 years)

Weatherby Financial Services, Lc

Disclosures

Mark Horstmann has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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