AR
CFP · ChFC
AR
CFP · ChFC

Angela Rene Rehkop

31 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
238 advisors
Number of Clients
14,112 clients
Average Client Portfolio
$397K average
Assets Under Management
$5.6B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

Brookhaven, GA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2016
Denied
Other Business ActivitiesSells Insurance

Angela works under Financial Care Providers (non-investment related), is an independent representative with various insurance carriers for fixed insurance sales, and is the founder of Golf for the Kids. She is also the president of The Cannery HOA, a speaker for My Secure Advantage, and a board member for Warren Epstein and Associates Architects Inc.

Employment History
Current Registrations
Geneos Wealth Management, INC.
March 2022 - Present · 3 yrs 11 mos
Geneos Wealth Management, INC.Broker
July 2018 - Present · 7 yrs 7 mos
Previous Registrations
Cg Advisory Services
July 2018 - April 2022 · 3 yrs 9 mos
LPL Financial LLC
August 2011 - July 2018 · 6 yrs 11 mos
LPL Financial LLCBroker
August 2011 - July 2018 · 6 yrs 11 mos
Securities America Advisors, INC.
June 2010 - August 2011 · 1 yr 2 mos
Securities America, INC.Broker
May 2010 - August 2011 · 1 yr 3 mos
Esi Financial Advisors
March 2004 - June 2010 · 6 yrs 3 mos
Equity Services, INC.Broker
February 2004 - June 2010 · 6 yrs 4 mos
Metlife Securities INC.
April 2003 - February 2004 · 10 mos
Metlife Securities INC.Broker
September 2002 - February 2004 · 1 yr 5 mos
Metropolitan Life Insurance CompanyBroker
September 2002 - February 2004 · 1 yr 5 mos
Allmerica Investments, INC.Broker
April 1994 - August 2002 · 8 yrs 4 mos
J. W. Gant & Associates, INC.Broker
January 1989 - June 1989 · 5 mos
State Registrations9 states
ALCAFLGANCPASCTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.