Geneos Wealth Management, Inc
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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
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
Mark Horstmann Work History
Mark has 19 years of experience.
Geneos Wealth Management Inc
Compass Wealth Management LLC
Cetera Advisors LLC
Multi-Financial Securities Corporation
Weatherby Financial Services, Lc
Mark Horstmann has no disclosures.
Please visit their SEC profile for more details.