Daniel Charles Stewart
Investment adviser representative at Geneos Wealth Management, Inc.
41 yearsExperience
4 statesRegistered in
$9.2BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
41 years in the industry.
- Geneos Wealth Management, Inc.Oct 2023 to now
- Professional Financial Concepts LLCDec 2006 to now
- Securities America AdvisorsNov 2017 to Oct 2023
- Securities America, Inc.Nov 2017 to Oct 2023
- Summit Brokerage Services, Inc.Sep 2016 to Nov 2017
- Summit Financial Group, Inc.Sep 2016 to Nov 2017
- Self Employed - Dan StewartAug 1985 to Oct 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 4 states (AZ, KS, MO, TX).
Geneos Wealth Management, Inc.
$9.2BAssets managed
21,668Clients
184Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1687234
- Firm CRD
- 120894