Karl Fredrick Frank

CFP

Geneos Wealth Management, INC.

21 Years of Experience

BrokerSells 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

9605 Kingston Court, Suite 190, Lone Tree, CO, 80112

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Karl is an IAR and owner working under the RIA DBA A&I Financial Services LLC DBA A&I Wealth Management. He is also an independent representative with various insurance carriers for fixed products, an author, and an owner/member of several LLCs.