Geneos Wealth Management, Inc
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About this Advisor
Lauren Reed is a certified financial planner operating out of Portland, Oregon, who has been in the industry for 12 years. Reed is an employee of Geneos Wealth Management, Inc. Over the course of their career, they have held roles at Financial Advisors, Kms Financial Services, Inc, Phillips And Company, Geneos Wealth Management Inc, Tpg Financial Advisors LLC and The Partners Group. Reed holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Oregon. Geneos Wealth Management, Inc is an advisory firm headquartered in Portland, Oregon. The investment advisory business has offices in 133 locations and a total of 250 financial advisors. It administers $3 billion in assets among its 12,689 client accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 12,689 client accounts, just 2% are associated with high-net-worth clients who have more than $1 million in investable assets. The business offers 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 advisory fees depend on which services the firm provides the client. However, fee types charged by Geneos Wealth Management, Inc most likely include some combination 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
Lauren Reed Work History
Lauren has 12 years of experience.
Geneos Wealth Management Inc
Tpg Financial Advisors LLC
The Partners Group
Phillips And Company
Kms Financial Services, Inc
Lauren Reed has no disclosures.
Please visit their SEC profile for more details.