Geneos Wealth Management, Inc

Investment Advisor
in Addison, TX

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About this Advisor

Giovanni Flores is a financial advisor operating in Addison, Texas, who has been in the financial industry for 10 years. Flores is an advisor for Geneos Wealth Management, Inc. During their career, Flores has held roles at Penn Mutual Life Insurance Company, T-Mobile, Bank Of America, Student, The Cmi Group, Hornor Townsend & Kent Inc, Geneos Wealth Management Inc and Weaver, Ware & Martin Wealth Management And Advisory Services. Flores maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Geneos Wealth Management, Inc is an advisory business operating in Addison, Texas. The company has offices in 114 locations and a total of 210 people on staff. It manages $5 billion in total assets among its 19,839 accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 53 charities and foundations. Of its 19,839 client accounts, just 1% are held by high-net-worth individuals who have at least $1 million in assets. The firm offers a diverse assortment 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. Financial advisory fee schedules usually are based on the type of services provided. Fees billed by Geneos Wealth Management, Inc likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

16775 Addison Road Suite 410
Addison, TX 75001

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Geneos Wealth Management, Inc Brokerage Details

Total Assets Under Management


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


TX Average: 28
Total Number of Accounts


TX Average: 1,101
Average Account Size


TX 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

Giovanni Flores Work History

Giovanni has 10 years of experience.

2020 - Present (3 years)

Geneos Wealth Management Inc

2020 - Present (3 years)

Weaver, Ware & Martin Wealth Management And Advisory Services

2019 - 2020 (1 year)

Hornor Townsend & Kent Inc

2018 - 2020 (2 years)

Penn Mutual Life Insurance Company

2014 - 2018 (4 years)


2013 - 2014 (1 year)


2012 - 2013 (1 year)

Bank Of America

2012 - 2012 (< 1 year)

The Cmi Group


Giovanni Flores has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Geneos Wealth Management, Inc

Wesley Strode
Englewood, CO
Paul Knipping
Englewood, CO
Richard Kaul
Grand Junction, CO
Timothy Kenkel
Englewood, CO
Giovanni Flores
Addison, TX
John Kiefer
Schuylkill Haven, PA
Brent Donovan
Los Angeles, CA
Kaden Keller
Cedar City, UT

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

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.

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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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