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AR
CFP · ChFC
AR
CFP · ChFC

Angela Rehkop

Geneos Wealth Management, INC.
32 Years of Experience
Brookhaven, GA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Angela Rehkop is a CFP, ChFC-designated registered investment advisor at Geneos Wealth Management, INC., based in Brookhaven, GA, with 32 years of industry experience. Angela 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

Brookhaven, GA

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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
May 2016
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Angela works under Financial Care Providers (non-investment related), is an independent representative with various insurance carriers for fixed insurance sales, and is the founder of Golf for the Kids. She is also the president of The Cannery HOA, a speaker for My Secure Advantage, and a board member for Warren Epstein and Associates Architects Inc.

Employment History
Current Registrations
Geneos Wealth Management, INC.
March 2022 - Present · 4 yrs 7 mos
Geneos Wealth Management, INC.Broker
July 2018 - Present · 8 yrs 3 mos
Previous Registrations
Cg Advisory Services
July 2018 - April 2022 · 3 yrs 9 mos
LPL Financial LLC
August 2011 - July 2018 · 6 yrs 11 mos
LPL Financial LLCBroker
August 2011 - July 2018 · 6 yrs 11 mos
Securities America Advisors, INC.
June 2010 - August 2011 · 1 yr 2 mos
Securities America, INC.Broker
May 2010 - August 2011 · 1 yr 3 mos
Esi Financial Advisors
March 2004 - June 2010 · 6 yrs 3 mos
Equity Services, INC.Broker
February 2004 - June 2010 · 6 yrs 4 mos
Metlife Securities INC.
April 2003 - February 2004 · 10 mos
Metlife Securities INC.Broker
September 2002 - February 2004 · 1 yr 5 mos
Metropolitan Life Insurance CompanyBroker
September 2002 - February 2004 · 1 yr 5 mos
Allmerica Investments, INC.Broker
April 1994 - August 2002 · 8 yrs 4 mos
J. W. Gant & Associates, INC.Broker
January 1989 - June 1989 · 5 mos
State Registrations9 states
ALCAFLGANCPASCTXWA
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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