Colton Patrick Shields
Investment adviser representative at Geneos Wealth Management, Inc.
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$9.2BFirm assets
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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
13 years in the industry.
- Geneos Wealth Management, Inc.Oct 2021 to now
- Professional Wealth Management GroupOct 2021 to now
- UnemployedAug 2021 to Oct 2021
- Texas A&m UniversityJun 2017 to Aug 2021
- Franklin High SchoolJun 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (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
- 7262325
- Firm CRD
- 120894