Hunter
Baldwin
Geneos Wealth Management, Inc
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About this Advisor
Hunter Baldwin is a financial advisor operating out of Oklahoma City, Oklahoma with 2 years of industry experience. Baldwin works at Geneos Wealth Management, Inc. Over the course of their career, Baldwin has held roles at Arvest Wealth Management, Arvest Bank, United States Army, Geneos Wealth Management Inc and Bolt Investment Group LLC. Baldwin maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Oklahoma. Geneos Wealth Management, Inc is an advisory business that has its headquarters in Englewood, CO. The firm has offices in 114 locations and a total of 200 employees. It oversees $4 billion in total assets among its 18,621 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 58 charities and foundations. Of its 18,621 client accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in investable assets. The advisory firm has a diverse assortment 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. Financial advisory fee schedules typically vary depending on which service is provided. However, fees billed by Geneos Wealth Management, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Geneos Wealth Management, Inc Brokerage Details
$4,081,076,864
200
18,621
$219,165
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
Hunter Baldwin Work History
Hunter has been registered as a financial advisor for 2 years.*
Geneos Wealth Management Inc
Bolt Investment Group LLC
Arvest Wealth Management
Arvest Wealth Management
Arvest Wealth Management
Arvest Bank
Arvest Bank
United States Army
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Hunter Baldwin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Geneos Wealth Management, Inc
Montgomeryville, PA
La Canada Flintridge, CA
Roanoke, VA
Homer Glen, IL
Englewood, CO
Littleton, CO
Knoxville, TN
Midvale, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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