AO
CFP
AO
CFP

Angela M Osili

8 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

9085 E Mineral Circle, Suite 215, Centennial, 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.

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Other Business ActivitiesSells Insurance

Angela will operate under the name Williams Investment Network at the branch location. She is also an independent representative with various insurance carriers for fixed insurance business and a member of OSILI Wealth Management LLC.

Employment History
Current Registrations
Geneos Wealth Management, INC.
June 2017 - Present · 8 yrs 8 mos
Geneos Wealth Management, INC.Broker
January 2017 - Present · 9 yrs 1 mo
State Registrations11 states
AKCACOCTFLMONVNYORTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Angela M Osili - Financial Advisor | TrueAdvisor