TrueAdvisor
TrueAdvisor
PV
PV

Peter Vanflein

Geneos Wealth Management, INC.
36 Years of Experience
Fairbanks, AK
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Peter Vanflein is a registered investment advisor at Geneos Wealth Management, INC., based in Fairbanks, AK, with 36 years of industry experience. Peter 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

4001 Geist Road, Suite #14, Fairbanks, AK, 99709

Get directions

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.
Regulatory
September 2002
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Peter is the president of Van Flein Financial LLC and an independent representative with various insurance carriers for fixed products. He also owns rental real estate.

Employment History
Current Registrations
Geneos Wealth Management, INC.
April 2007 - Present · 19 yrs 6 mos
Geneos Wealth Management, INC.Broker
July 2006 - Present · 20 yrs 3 mos
Previous Registrations
Securities America, INC.Broker
December 2005 - July 2006 · 7 mos
Linsco/private Ledger CORP.Broker
May 2005 - June 2005 · 1 mo
Raymond James Financial Services, INC.Broker
April 2005 - May 2005 · 1 mo
Edward JonesBroker
November 1995 - April 2005 · 9 yrs 5 mos
Nylife Securities INC.Broker
October 1989 - November 1995 · 6 yrs 1 mo
State Registrations6 states
AKAZFLHIIDWA
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.
More Advisors
More financial advisors in Fairbanks, AK →All financial advisors in Alaska →