Lauren
Reed

Geneos Wealth Management, Inc

CRD#5302449
Investment Advisor
in Portland, OR
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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

Series 66, Certified Financial Planner

Years of Experience

12 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

11740 Sw 68Th Parkway Suite #200
Portland, OR 97223

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Geneos Wealth Management, Inc Brokerage Details

Total Assets Under Management

$3,294,334,641

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

230

OR Average: 28
Total Number of Accounts

15,747

OR Average: 1,101
Average Account Size

$209,204

OR 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

Lauren Reed Work History

Lauren has 12 years of experience.

2013 - Present (6 years)

Geneos Wealth Management Inc

2013 - Present (6 years)

Tpg Financial Advisors LLC

2013 - Present (6 years)

The Partners Group

2011 - 2013 (2 years)

Phillips And Company

2007 - 2011 (4 years)

Kms Financial Services, Inc

2006 - 2011 (5 years)

Financial Advisors

Disclosures

Lauren Reed has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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