Geneos Wealth Management, Inc.
New Mexico
Registered In
06/25/2002
Incorp. Date
Foreign
Registration Type
Colorado
Foreign Jurisdiction
Company Summary
Geneos Wealth Management, Inc. at 123 E Marcy ST STE 101, Santa Fe, Nm 87501 lists Dean Rager and Ray Olson as associates.
Overview
Registered In
New Mexico
Incorporation Date
Company Type
Foreign Profit Corporation
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Colorado
Search Other Resources
People
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Corporation Service Company
Registered Agent
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1 726 E MICHIGAN DR STE 101, HOBBS, NM 88240
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Dean Rager
Vice President
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Ray Olson
Secretary
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Ray Olson
Treasurer
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Russell Diachok
Director
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Ryan Diachok
Director
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Dean Riger
Director
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Jeffrey Helms
Director
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Jodee Brubaker-Rager
Chief Compliance Officer
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Map & Locations
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123 E MARCY ST STE 101, SANTA FE, NM 87501
View Map
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9055 E MINERAL CIR STE 2200, CENTENNIAL, CO 80112
(Mailing)
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
Address Match:123 E Marcy St Santa Fe, NM
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Staples The Office Superstore, LLC
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Sunrun Ulysses Manager 2018, LLC
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Alegres Mountain, LLC
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Brident Dental Services of New Mexico, Inc.
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Your Credit Loans of Santa Fe, Inc.
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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
|
Centennial, CO | View Report | |
|
Geneos Wealth Management, Inc.
Registered in Iowa
|
Des Moines, IA | View Report | |
|
Geneos Wealth Management, Inc.
Registered in Oregon
|
Centennial, CO Wilmington, DE | View Report | |
|
Geneos Wealth Management, Inc.
Registered in Massachusetts
|
Englewood, CO Centennial, CO | View Report | |
|
Geneos Wealth Management, Inc.
Registered in Connecticut
|
Centennial, CO | View Report | |
|
Geneos Wealth Management, Inc.
Registered in North Dakota
|
Bismarck, ND Centennial, CO | View Report | |
|
Geneos Wealth Management, Inc.
Registered in Pennsylvania
|
Centennial, CO | View Report | |
|
Geneos Wealth Management, Inc.
Registered in Wyoming
|
Centennial, CO Cheyenne, WY | View Report | |
|
Geneos Wealth Management, Inc.
Registered in Nevada
|
Centennial, CO | View Report | |
|
Geneos Wealth Management, Inc
Registered in Utah
|
Centennial, CO Salt Lake City, UT | View Report | |
|
Geneos Wealth Management, Inc.
Registered in Montana
|
Centennial, CO Helena, MT | View Report | |
|
Geneos Wealth Management, Inc.
Registered in North Carolina
|
Englewood, CO Raleigh, NC (1 more) | View Report | |
|
Geneos Wealth Management, Inc.
Registered in Missouri
|
Centennial, CO | View Report | |
|
Geneos Wealth Management, Inc.
Registered in Colorado
|
Englewood, CO Centennial, CO | View Report | |
|
Geneos Wealth Management, Inc.
Registered in Maine
|
Augusta, ME Centennial, CO | View Report | |
|
Geneos Wealth Management, Inc.
Registered in Idaho
|
Centennial, CO Denver, CO | View Report | |
|
Geneos Wealth Management, Inc.
Registered in Wisconsin
|
Madison, WI | View Report | |
|
Geneos Wealth Management, Inc.
Registered in Georgia
|
Denver, CO Highlands Ranch, CO | View Report |
Address Match:123 E Marcy St Ste 101 Santa Fe, NM
|
Cmic Specialty Services, Inc.
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|
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Customized Trucking Services, Inc.
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Dealers Alliance Corporation
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Environmental Management Corporation
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|
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|
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|
Progressive Employer Insurance Agency, Inc.
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Brown Group Retail, Inc.
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Cfs2 Inc.
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Freeway Insurance Services of Nevada, Inc.
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Paladin Data Systems Corporation
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Sources
The following government agencies have contributed data:
• New Mexico Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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You can easily find answers to common questions on the Frequently Asked Questions page.
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