John
Kiefer
Geneos Wealth Management, Inc
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About this Advisor
John Kiefer is a financial advisor based in Schuylkill Haven, Pennsylvania, working with Geneos Wealth Management, Inc. John has previously held positions at Geneos Wealth Management and Kiefer Investment Services. John has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, John is part of Geneos Wealth Management, Inc, which operates out of Schuylkill Haven, Pennsylvania. The firm has 116 offices and 200 employees. The firm manages assets totaling $5.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Geneos Wealth Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Geneos Wealth Management, Inc Brokerage Details
$5,163,064,970
200
21,980
$234,898
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
John Kiefer Work History
Geneos Wealth Management
Kiefer Investment Services
Disclosures
Please visit the SEC profile of John Kiefer 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
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