Geneos Wealth Management, Inc

Investment Advisor
in Pittsburgh, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Coleman is a financial advisor working in Pittsburgh, Pennsylvania, with a total of 6 years of industry experience. Coleman works at 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 maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Pennsylvania. Geneos Wealth Management, Inc is a firm that has its headquarters in Englewood, CO. The firm has offices in 114 locations and a total of 200 financial advisors. It administers $4 billion in total assets between its 18,621 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 58 charities and foundations. Of its 18,621 client accounts, just 2% belong to high-net-worth investors who have greater than $1 million in investable assets. The firm offers a wide set 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 fee schedules usually depend on which services the firm provides the client. Fee types billed by Geneos Wealth Management, Inc can be comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 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

Office Location

61 Mcmurray Road Suite #200
Pittsburgh, PA 15241

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Geneos Wealth Management, Inc Brokerage Details

Total Assets Under Management


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


PA Average: 28
Total Number of Accounts


PA Average: 1,101
Average Account Size


PA Average: $2,134,119

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 been registered as a financial advisor for 6 years.*

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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Michael Coleman 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

Andrew Dziedzic
Montgomeryville, PA
Paul Knipping
Englewood, CO
Anthony Hammer
Knoxville, TN
Joyce Mcdaniel
Englewood, CO
Brent Donovan
La Canada Flintridge, CA
Matthew Grasman
Homer Glen, IL
Robert Arthur
Roanoke, VA
Thomas Wint
Sellersburg, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, 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. 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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started