Michael
Coleman

Geneos Wealth Management, Inc

CRD#5921374
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Michael Coleman is a financial advisor who works in Pittsburgh, Pennsylvania, who has been in the financial industry for 12 years. Coleman is an employee of Geneos Wealth Management, Inc. Throughout their career, Coleman has worked at Geneos Wealth Management, Coleman Financial Services, Community College Of Allegheny County, Coleman Financial Services LLC and Geneos Wealth Management Inc. Coleman holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Pennsylvania. Geneos Wealth Management, Inc is a financial advisory business based in Pittsburgh, Pennsylvania. The investment advisory business has offices in 114 locations and a total of 210 financial advisors. It administers $5 billion in assets between its 19,839 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 53 charitable organizations. Of its 19,839 customer accounts, just 1% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm has a broad range 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. A financial advisor's fee schedules usually depend on which service is offered. However, fee types billed by Geneos Wealth Management, Inc likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

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

61 Mcmurray Road Suite #200
Pittsburgh, PA 15241

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Geneos Wealth Management, Inc Brokerage Details

Total Assets Under Management

$5,299,563,619

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

210

PA Average: 28
Total Number of Accounts

19,839

PA Average: 1,101
Average Account Size

$267,129

PA 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 Coleman Work History

Michael has 12 years of experience.

2017 - Present (6 years)

Coleman Financial Services LLC

2017 - Present (6 years)

Geneos Wealth Management Inc

2014 - 2017 (3 years)

Geneos Wealth Management

2014 - 2017 (3 years)

Coleman Financial Services

2010 - 2014 (4 years)

Community College Of Allegheny County

Disclosures

Michael Coleman has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Geneos Wealth Management, Inc

Timothy Kenkel
Englewood, CO
Wesley Strode
Englewood, CO
Richard Kaul
Grand Junction, CO
Paul Knipping
Englewood, CO
Giovanni Flores
Addison, TX
Wendy Nelson
Cora, WY
Jameson Taunton
Greenville, NC
John Burkhard
Saint Augustine, FL

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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