Geneos Wealth Management, Inc
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About this Advisor
Michael Canestrari is a financial advisor who works in Radford, Virginia who has 1 year of relevant experience. Canestrari currently works for Geneos Wealth Management, Inc. Their career trajectory has included roles at Oakey'S Funeral Service, Woodmen Of The World Life Insurance Society, Woodmen Financial Services, Inc, Plott & French Financial Advisors, Geneos Wealth Management and Geneos Wealth Management Inc. Canestrari has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Virginia. Geneos Wealth Management, Inc is an advisory firm based out of Englewood, CO. The investment advisory business has offices in 114 locations and a total of 200 employees. It handles $4 billion in total assets among its 18,621 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 58 charities and foundations. Of its 18,621 client accounts, just 2% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The firm has 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. Fees for financial management usually depend on which services the firm provides the client. However, fees charged by Geneos Wealth Management, Inc may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
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Geneos Wealth Management, Inc Brokerage Details
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 Canestrari Work History
Michael has been registered as a financial advisor for 1 years.*
Geneos Wealth Management Inc
Plott & French Financial Advisors
Plott & French Financial Advisors
Geneos Wealth Management
Woodmen Of The World Life Insurance Society
Woodmen Financial Services, Inc
Oakey'S Funeral Service
*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.
Please visit the SEC profile of Michael Canestrari 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
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