Geneos Wealth Management, Inc.
New Hampshire
Registered In
06/04/2003
Incorp. Date
Foreign
Registration Type
Colorado
Foreign Jurisdiction
Company Summary
Geneos Wealth Management, Inc. at 9055 E Mineral Circle S200, Centennial, Co 80112 lists Jodee Brubaker-Rager and Jeffrey Helms of Centennial, CO as associates.
Overview
Registered In
New Hampshire
Incorporation Date
Company Type
Foreign Profit Corporation
Status
Good Standing
Registration Type
Foreign
Foreign Jurisdiction
Colorado
Email
*************@cscglobal.com
Search Other Resources
People
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Corporation Service Company
Registered Agent
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10 FERRY STREET S313, CONCORD, NH 03301
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Jodee Brubaker-Rager
President
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9055 E MINERAL CIR STE 200, CENTENNIAL, CO 80112
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Jeffrey Helms
Director
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9055 E MINERAL CIR STE 200, CENTENNIAL, CO 80112
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Russell Diachok
Director
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9055 E MINERAL CIR STE 200, CENTENNIAL, CO 80112
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Dean Rager
Director
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9055 E MINERAL CIR STE 200, CENTENNIAL, CO 80112
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Ryan Diachok
Director
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9055 E MINERAL CIR STE 200, CENTENNIAL, CO 80112
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Ray Olson
Secretary
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9055 E MINERAL CIR STE 200, CENTENNIAL, CO 80112
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Ray Olson
Treasurer
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9055 E MINERAL CIR STE 200, CENTENNIAL, CO 80112
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Showing current associates only (8 of 9 total associates). Create a free account to see the full associate history
Map & Locations
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9055 E MINERAL CIRCLE S200, CENTENNIAL, CO 80112
View Map
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Financials
Financial Information for Geneos Wealth Management, Inc.
Form 5500
GENEOS WEALTH MANAGEMENT, INC.
9055 E. Mineral Circle, Suite 200, Centennial, Co 80112 (303) 785-8470 EIN:02-0580939 Plan Admin:Ray Olson| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameGENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY60 / 57 Assets BOY/EOY$10,368,414 / $12,232,453 | 2023 | GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001 | 60 / 57 | $10,368,414 / $12,232,453 |
| 2022 | Plan NameGENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY60 / 60 Assets BOY/EOY$11,603,660 / $10,368,414 | 2022 | GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001 | 60 / 60 | $11,603,660 / $10,368,414 |
| 2021 | Plan NameGENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY60 / 60 Assets BOY/EOY$10,983,050 / $11,603,660 | 2021 | GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001 | 60 / 60 | $10,983,050 / $11,603,660 |
| 2020 | Plan NameGENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY62 / 60 Assets BOY/EOY$9,143,904 / $10,983,050 | 2020 | GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001 | 62 / 60 | $9,143,904 / $10,983,050 |
| 2019 | Plan NameGENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY64 / 62 Assets BOY/EOY$8,834,169 / $9,143,904 | 2019 | GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001 | 64 / 62 | $8,834,169 / $9,143,904 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
GENEOS WEALTH MANAGEMENT, INC.
9055 E Mineral Circle, Suite 200, Centennial, CO 80112| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/11/2020 | Approved$750,900 Forgiven$756,105 LenderLive Oak Banking Company Jobs40 | 04/11/2020 | $750,900 | $756,105 | Live Oak Banking Company | 40 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Related Business Names:
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Geneos Wealth Management, Inc.
Registered in New Jersey
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View Report | ||
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Geneos Wealth Management, Inc.
Registered in New York
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Centennial, CO | View Report | |
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Geneos Wealth Management, Inc.
Registered in Iowa
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Des Moines, IA | View Report | |
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Geneos Wealth Management, Inc.
Registered in New Mexico
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Centennial, CO Santa Fe, NM | View Report | |
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Geneos Wealth Management, Inc.
Registered in Oregon
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Centennial, CO Wilmington, DE | View Report | |
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Geneos Wealth Management, Inc.
Registered in Massachusetts
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Englewood, CO Centennial, CO | View Report | |
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Geneos Wealth Management, Inc.
Registered in Connecticut
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Centennial, CO | View Report | |
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Geneos Wealth Management, Inc.
Registered in North Dakota
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Bismarck, ND Centennial, CO | View Report | |
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Geneos Wealth Management, Inc.
Registered in Pennsylvania
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Centennial, CO | View Report | |
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Geneos Wealth Management, Inc.
Registered in Wyoming
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Centennial, CO Cheyenne, WY | View Report | |
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Geneos Wealth Management, Inc.
Registered in Nevada
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Centennial, CO | View Report | |
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Geneos Wealth Management, Inc
Registered in Utah
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Centennial, CO Salt Lake City, UT | View Report | |
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Geneos Wealth Management, Inc.
Registered in Montana
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Centennial, CO Helena, MT | View Report | |
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Geneos Wealth Management, Inc.
Registered in North Carolina
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Englewood, CO Raleigh, NC (1 more) | View Report | |
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Geneos Wealth Management, Inc.
Registered in Missouri
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Centennial, CO | View Report | |
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Geneos Wealth Management, Inc.
Registered in Colorado
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Englewood, CO Centennial, CO | View Report | |
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Geneos Wealth Management, Inc.
Registered in Maine
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Augusta, ME Centennial, CO | View Report | |
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Geneos Wealth Management, Inc.
Registered in Idaho
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Centennial, CO Denver, CO | View Report | |
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Geneos Wealth Management, Inc.
Registered in Wisconsin
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Madison, WI | View Report | |
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Geneos Wealth Management, Inc.
Registered in Georgia
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Denver, CO Highlands Ranch, CO | View Report |
Person/City Match:Jeffrey Helms - Centennial, CO
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Geneos Wealth Management, Inc.
Registered in Rhode Island
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Centennial, CO (1 more) | View Report | |
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Geneos Wealth Management, Inc.
Registered in Arizona
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Centennial, CO Phoenix, AZ | View Report | |
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Geneos Wealth Management, Inc.
Registered in Vermont
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Centennial, CO | View Report | |
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Geneos Wealth Management, Inc.
Registered in Florida
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Centennial, CO | View Report | |
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Geneos Wealth Management, Inc.
Registered in Idaho
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Cenntenial, CO Centennial, CO | View Report | |
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Geneos Wealth Management, Inc.
Registered in Mississippi
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Englewood, CO Centennial, CO | View Report |
Person/City Match:Russell Diachok - Centennial, CO
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Geneos Wealth Management, Inc.
Registered in West Virginia
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Centennial, CO Charleston, WV (1 more) | View Report | |
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Geneos Wealth Management, Inc.
Registered in Washington
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Centennial, CO | View Report | |
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Geneos Wealth Management, Inc.
Registered in California
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Centennial, CO | View Report | |
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Geneos Wealth Management, Inc.
Registered in Texas
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Austin, TX Denver, CO | View Report | |
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Gwm Enterprises, LLC
Registered in Colorado
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Centennial, CO | View Report |
Person/City Match:Dean Rager - Centennial, CO
|
Portfolio Design Advisors, Inc.
Registered in Colorado
|
Centennial, CO | View Report | |
|
S Lazy R Ranch
Registered in Colorado
|
Englewood, CO Centennial, CO (1 more) | View Report | |
|
Gentech Inc.
Registered in Colorado
|
Centennial, CO Denver, CO | View Report |
Person/City Match:Ryan Diachok - Centennial, CO
|
Geneos Wealth Management, Inc.
Registered in Michigan
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Centennial, CO | View Report | |
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Geneos Wealth Management, Inc.
Registered in Minnesota
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Roseville, MN | View Report | |
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Geneos Wealth Management, Inc.
Registered in Georgia
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Centennial, CO | View Report |
Sources
The following government agencies have contributed data:
• New Hampshire Department of State • U.S. Department of Labor • U.S. Small Business Administration
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