AF
AF

Anna Marie Fanning

4 Years of Experience
BrokerSells 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

Foxfield, CO

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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.

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Other Business ActivitiesSells Insurance

Anna works under G5 Financial Group, is a CPA, and works as a Registered Assistant for LP Finch and Associates, Inc. She is also an independent representative with various insurance carriers for fixed insurance business and owns AMFinancial LLC, a holding company, and is a Notary Public.

Employment History
Current Registrations
Geneos Wealth Management, INC.
May 2021 - Present · 4 yrs 9 mos
Geneos Wealth Management, INC.Broker
March 2021 - Present · 4 yrs 11 mos
State Registrations20 states
AZCACOFLGAHIILKSMDMNMOMTNENJNMNVNYOHTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.