Michael
Ware
Geneos Wealth Management, Inc
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About this Advisor
Michael Ware is a financial advisor working out of Addison, Texas with a total of 3 years of relevant experience. Ware is currently employed by Geneos Wealth Management, Inc. During their career, the advisor has held roles at Geneos Wealth Management Inc, Weaver, Ware & Martin Wealth Management And Advisory Services and Hornor Townsend And Kent, Inc. Ware has Series 63 and Series 66 licenses, designating them as a securities broker, and is able to operate in Texas. Geneos Wealth Management, Inc is a financial advisory business headquartered in Englewood, CO. The firm has offices in 114 locations and a total of 200 financial advisors. It manages $4 billion in assets under management across its 18,621 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 58 charitable organizations. Of its 18,621 accounts, just 2% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Geneos Wealth Management, Inc provides a broad 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. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fee types charged by Geneos Wealth Management, Inc may include some blend of 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
Michael Ware Work History
Michael has been registered as a financial advisor for 3 years.*
Geneos Wealth Management Inc
Weaver, Ware & Martin Wealth Management And Advisory Services
Hornor Townsend And Kent, Inc
*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 Michael Ware 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
Homer Glen, IL
Englewood, CO
Englewood, CO
Roanoke, VA
Sellersburg, IN
La Canada Flintridge, CA
Midvale, UT
Littleton, CO
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