Daniel Stewart
Daniel Stewart is a registered investment advisor at Geneos Wealth Management, INC., based in Shawnee, KS, with 38 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 14,112 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Geneos offers investment management services where representatives continuously monitor your account and make trades when necessary. This is offered under the VIP program, where you pay transaction charges separately, and the VIP Ultra and Axiom wrap fee programs, where advisory and transaction services are bundled into one fee. The annual fee ranges from 0.00% to 2.50% of your portfolio, with a minimum fee of 0.50%. Fees and fee structures vary by representative. Advisory accounts direct with American Funds utilizing their F2 share class will have either a tiered fee of 0.50%, 0.60%, 0.80%, or 1.00% dependent upon account balance and is not negotiable or a fixed fee of 0.75% which is not negotiable.
Location
Shawnee, KS
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2016Customer Dispute
May 2002Other Business ActivitiesSells Insurance
Daniel is the President of Professional Financial Concepts LLC and a partner at Stewart and Johnson Consulting LLC. He also sells fixed insurance as an independent representative, dedicating about a quarter of his time, and serves as Board President for Enchanted Lake HOA, requiring minimal time.
Employment History
Current Registrations
Geneos Wealth Management, INC.Broker
Geneos Wealth Management, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Vsr Advisory Services
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Vsr Financial Services, INC.Broker
Vsr Advisory Services
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
Cambridge Investment Research, INC.Broker
Locust Street Securities, INC.Broker
Bma Financial Services, INC.Broker
Walnut Street Securities, INC.Broker
Franklin Financial Services CorporationBroker
State Registrations8 states
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.