Skene Black
Investment adviser representative at Geneos Wealth Management, Inc.
19 yearsExperience
3 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
19 years in the industry.
- Heffernan FinancialJul 2026 to now
- Geneos Wealth Management, Inc.Mar 2025 to now
- Osland Financial GroupMar 2025 to Jul 2026
- Charles Schwab & Co., Inc.Jun 2024 to Mar 2025
- Wells FargoJun 2023 to Jun 2024
- Northwestern MutualMay 2022 to Oct 2022
- Venezias PizzeriaAug 2019 to Jun 2023
- Arizona Referee AssociationSep 2017 to Jul 2019
- Full Time EducationJan 2007 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (AZ, FL, 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
- 7559289
- Firm CRD
- 120894