Michael
Gallagher

Geneos Wealth Management, Inc

CRD#5214525
Investment Advisor
in Portland, OR
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About this Advisor

Michael Gallagher is a chartered financial analyst who works in Portland, Oregon, with 13 years in the industry. Gallagher is currently employed by Geneos Wealth Management, Inc. The advisor has gained experience at Quality Counts, Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney, Geneos Wealth Management, Inc, The Partners Group and Tpg Financial Advisors, LLC. Gallagher 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 Oregon. Geneos Wealth Management, Inc is a firm that has its headquarters in Portland, Oregon. The company has offices in 133 locations and a total of 250 advisors. It manages $3 billion in assets among its 12,689 accounts, placing it among the largest firms in the nation by assets under management. Of its 12,689 accounts, just 2% are held by high-net-worth individuals who have at least $1 million in investable assets. Geneos Wealth Management, Inc has a broad range 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 charged by financial advisors vary depending on the financial services. Fees charged by Geneos Wealth Management, Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

13 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

Michael Gallagher Work History

Michael has 13 years of experience.

2015 - Present (4 years)

Geneos Wealth Management, Inc

2015 - Present (4 years)

The Partners Group

2015 - Present (4 years)

Tpg Financial Advisors, LLC

2009 - 2015 (6 years)

Morgan Stanley Smith Barney

2007 - 2009 (2 years)

Morgan Stanley & Co., Inc

2005 - 2009 (4 years)

Quality Counts

Disclosures

Michael Gallagher has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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