William
Coffman
Geneos Wealth Management, Inc
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About this Advisor
William Coffman is a financial advisor based in Liberty Hill, Texas, working with Geneos Wealth Management, Inc. William has previously held positions at Geneos Wealth Management, Inc and W. David Coffman, Cpa, CFP®. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, William is part of Geneos Wealth Management, Inc, which operates out of Liberty Hill, Texas. The firm has 116 offices and 200 employees. The firm manages assets totaling $5.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Geneos Wealth Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Geneos Wealth Management, Inc Brokerage Details
$5,163,064,970
200
21,980
$234,898
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
W. David Coffman, Cpa ,CFP®
Geneos Wealth Management, Inc
Disclosures
Please visit the SEC profile of William Coffman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
