Patrick Nolen
Patrick Nolen is a ChFC-designated registered investment advisor at Geneos Wealth Management, INC., based in Centennial, CO, with 51 years of industry experience. Patrick 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
9085 E Mineral Cir, Suite 215, Centennial, CO, 80112
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick will operate under Nolen Western Co, a non-investment related business, and is an independent representative with various insurance carriers for fixed insurance products. He also owns rental real estate through Western Asset Holdings LLC and is a managing partner at B Incentive LLC.
Employment History
Current Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Previous Registrations
Hinds Financial Group INC
Cetera Advisor Networks LLC
Royal Alliance Associates, INC.Broker
Cetera Advisor Networks LLCBroker
Integrated Resources Equity CorporationBroker
Integrated Resources Equity CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations5 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.
Exams
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