William
Coffman

Geneos Wealth Management, Inc

CRD#2369718
Investment Advisor
in Austin, TX
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About this Advisor

William Coffman is a certified financial planner who works out of Austin, Texas. Currently a registered advisor with Geneos Wealth Management, Inc, they have accrued a notable 32 years of practice as a registered investment advisor. Coffman maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Coffman is registered to serve investors in Texas. Coffman has gained experience at Geneos Wealth Management, Inc, W. David Coffman, Cpa, Cfp and Coffman Wealth Management. Geneos Wealth Management, Inc is based out of Austin, Texas, and has 133 additional offices across the United States. In aggregate, Geneos Wealth Management, Inc manages $3 billion in assets across 12,689 accounts and retains more than 250 people. The level of assets currently under the firm's management places it among the largest firms in the United States. The firm manages 12,649 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 2% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Geneos Wealth Management, Inc offers 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. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

32 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

13740 Research Blvd Suite J 3
Austin, TX 78750

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Geneos Wealth Management, Inc Brokerage Details

Total Assets Under Management

$3,294,334,641

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

230

TX Average: 28
Total Number of Accounts

15,747

TX Average: 1,101
Average Account Size

$209,204

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

William Coffman Work History

William has 32 years of experience.

2011 - Present (8 years)

W. David Coffman, Cpa ,Cfp

2009 - 2011 (2 years)

Coffman Wealth Management

2003 - Present (16 years)

Geneos Wealth Management, Inc

1986 - 2010 (24 years)

W. David Coffman, Cpa ,Cfp

Disclosures

William Coffman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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