Stephen Guy Shipp
Investment adviser representative at Geneos Wealth Management, Inc.
25 yearsExperience
2 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
25 years in the industry.
- Geneos Wealth Management, Inc.Sep 2017 to now
- Geneos Wealth Managment IncSep 2017 to now
- Parsons Financial AdvisorsJun 2015 to Apr 2017
- Steve ShippFeb 2008 to Sep 2017
- Steve Shipp & Helen ShippJun 2001 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (CA, IL).
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
- 1937641
- Firm CRD
- 120894