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CFP
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CFP

Dana Basballe

Geneos Wealth Management, INC.
30 Years of Experience
Plainview, MN
BrokerSells Insurance
View SEC Summary
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Dana Basballe is a CFP-designated registered investment advisor at Geneos Wealth Management, INC., based in Plainview, MN, with 30 years of industry experience. Dana 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
—
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Location

100 4th Ave Se, Suite 2, Plainview, MN, 55964

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Dana operates under the DBA Inspired Retirement Planning and is an independent representative with various insurance companies, selling fixed insurance products. Dana is also involved in several other businesses, including a fitness shop, holdings company, fitness supply company, fitness express company, and a properties LLC, as well as serving on a church finance committee.

Employment History
Current Registrations
Geneos Wealth Management, INC.
March 2004 - Present · 22 yrs 7 mos
Geneos Wealth Management, INC.Broker
March 2004 - Present · 22 yrs 7 mos
Previous Registrations
United Securities Alliance, INC.
December 2003 - March 2004 · 3 mos
United Securities Alliance, INC.Broker
October 2003 - March 2004 · 5 mos
Cambridge Investment Research, INC.Broker
August 2001 - October 2003 · 2 yrs 2 mos
Multi-Financial Securities CorporationBroker
June 1997 - August 2001 · 4 yrs 2 mos
Dain Bosworth IncorporatedBroker
September 1996 - June 1997 · 9 mos
Primevest Financial Services, INC.Broker
October 1995 - July 1996 · 9 mos
State Registrations17 states
AZCACOFLIAILINKSMNNCNEORSDTXVAWAWI
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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