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Curtis Zeigler

Geneos Wealth Management, INC.
41 Years of Experience
Denver, CO
1 DisclosureBrokerSells Insurance
View SEC Summary
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Curtis Zeigler is a registered investment advisor at Geneos Wealth Management, INC., based in Denver, CO, with 41 years of industry experience. Curtis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 21,668 clients with $9.2B in assets under management.

Geneos Wealth Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
228 advisors
Number of Clients
21,668 clients
Average Client Portfolio
$425K average
Assets Under Management
$9.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual management fees are negotiated between you and your representative, ranging from 0.00% to 2.50%. The firm specifies a minimum account fee floor of 0.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

730 17th St, Suite #714, Denver, CO, 80202

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2018
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Curtis is the owner of Capital Management Group, an independent representative with various insurance carriers for fixed insurance business, and the president of CMG Advisors. He is also involved with Zeigler Family LLC.

Employment History
Current Registrations
Geneos Wealth Management, INC.
October 2007 - Present · 19 yrs
Geneos Wealth Management, INC.Broker
August 2007 - Present · 19 yrs 2 mos
Previous Registrations
Integrated Wealth Management, LLC
May 2017 - October 2021 · 4 yrs 5 mos
Ascendant Financial Solutions, INC.
August 2009 - December 2013 · 4 yrs 4 mos
Securities America, INC.Broker
February 1995 - August 2007 · 12 yrs 6 mos
Royal Alliance Associates, INC.Broker
November 1989 - February 1995 · 5 yrs 3 mos
Integrated Resources Equity CorporationBroker
May 1987 - November 1989 · 2 yrs 6 mos
Jefferson-Pilot Investor Services, INC.Broker
December 1984 - May 1987 · 2 yrs 5 mos
State Registrations18 states
AZCACOFLIDINKYLAMEMSMTNCNVNYORSCTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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