Angela Rene Rehkop

CFP · ChFC

Geneos Wealth Management, INC.

31 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Geneos Wealth Management, INC.

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

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

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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.