Sharon
Baysinger Warren

Geneos Wealth Management, Inc

CRD#1447483
Investment Advisor
in Kansas City, MO
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About this Advisor

Sharon Baysinger Warren is a chartered financial consultant operating in Kansas City, Missouri, with a total of 28 years of professional experience. Baysinger Warren works at Geneos Wealth Management, Inc. During their career, the advisor has held roles at Benefits Network, Inc, Royal Alliance Associates, Inc, Geneos Weath Management, Inc, Warren Financial Group, Inc and Compass Wealth Management LLC. Baysinger Warren holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Missouri. Geneos Wealth Management, Inc is an advisory firm headquartered in Kansas City, Missouri. It has offices in 133 locations and a total of 250 employees. It controls $3 billion in assets under management across its 12,689 customer accounts, making it one of the biggest firms in the United States by assets under management. Of its 12,689 client accounts, just 2% are held by high-net-worth clients who have more than $1 million in investable assets. The firm performs a number of services, such as 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. Fees for financial advisory services largely depend on which services the firm provides the client. However, fee types charged by Geneos Wealth Management, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

28 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

$3,022,884,842

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

250

MO Average: 28
Total Number of Accounts

12,689

MO Average: 1,101
Average Account Size

$238,229

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

Sharon Baysinger Warren Work History

Sharon has 28 years of experience.

2013 - Present (6 years)

Compass Wealth Management LLC

2009 - Present (10 years)

Geneos Weath Management, Inc

2000 - 2013 (13 years)

Warren Financial Group, Inc

1995 - 2009 (14 years)

Royal Alliance Associates, Inc

1990 - 2008 (18 years)

Benefits Network, Inc

Disclosures

Sharon Baysinger 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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