Stephen
Virkler
Geneos Wealth Management, Inc
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About this Advisor
Stephen Virkler is a financial advisor who works out of Douglassville, Pennsylvania with a total of 6 years of industry experience. Virkler currently works for Geneos Wealth Management, Inc. Over the course of their career, they have held roles at Geneos Wealth Management, The Life Group, Precept Marketing Group and The Life Financial Group Inc. Virkler maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania. Geneos Wealth Management, Inc is an advisory business operating out of Englewood, CO. The company has offices in 114 locations and a total of 200 advisors. It controls $4 billion in assets under management between its 18,621 accounts, making it one of the largest firms in the nation by assets under management. The firm serves 58 charitable organizations. Of its 18,621 accounts, just 2% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Geneos Wealth Management, Inc performs a diverse 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 fees largely are based on which services the firm provides the client. However, fee types billed by Geneos Wealth Management, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Geneos Wealth Management, Inc Brokerage Details
$4,081,076,864
200
18,621
$219,165
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
Stephen Virkler Work History
Stephen has been registered as a financial advisor for 6 years.*
Geneos Wealth Management
The Life Financial Group Inc
Precept Marketing Group
Geneos Wealth Management
The Life Group
*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.
Disclosures
Please visit the SEC profile of Stephen Virkler 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
Sellersburg, IN
Montgomeryville, PA
Homer Glen, IL
Roanoke, VA
Englewood, CO
Knoxville, TN
Littleton, CO
Midvale, UT
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.
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