AR
Angela R. Rehkop
GENEOS WEALTH MANAGEMENT
HOSCHTON, GA 30548
Some features on this profile are disabled
CRD#: 1914697
AR
Professional summary
Angela Rene Rehkop, CFP®, ChFC®, who also goes by Angie Rehkop, Angela Rehkop Wetzel, Angela Rene Wetzel, is a registered financial advisor currently at GENEOS WEALTH MANAGEMENT, INC. located in Hoschton, Georgia.
Angela is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Angela has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 62 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Angie Rehkop | Angela Rehkop Wetzel | Angela Rene Wetzel
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) DBA:Will work under FINANCIAL CARE PROVIDERS non investment related business located at branch location. 2) Independent Rep with various insurance carries for FIXED INSURANCE SALES. 3) GOLF FOR THE KIDS-Founder. 4) THE CANNERY HOA-President. 5) MY SECURE ADVANTAGE-SPEAKER. 6) WARREN EPSTEIN AND ASSOCIATES ARCHITECTS INC-BOARD MEMBER.
CRS (Client Relationship Summary) - RIA
Click below to view Angela Rene Rehkop's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Angela Rene Rehkop's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2002
Experience
Current
March 3, 2022 - Present
GENEOS WEALTH MANAGEMENT, INC.
Office #1: 115 Towne Center Parkway Suite 108, Hoschton, GA 30548Office #3: 1600 Parkwood Circle Se Suite 200, Atlanta, GA 30339Office #4: 1785 Chesire Bridge Rd Ne, Atlanta, GA 30324RIA
BD
CRD#: 120894
HOSCHTON, GA
Current
July 24, 2018 - Present
GENEOS WEALTH MANAGEMENT, INC.
Office #1: 115 Towne Center Parkway Suite 108, Hoschton, GA 30548Office #3: 1600 Parkwood Circle Se Suite 200, Atlanta, GA 30339Office #4: 1785 Chesire Bridge Rd Ne, Atlanta, GA 30324RIA
BD
CRD#: 120894
HOSCHTON, GA
Past
July 30, 2018 - April 4, 2022
CG ADVISORY SERVICES
RIA
CRD#: 110929
Atlanta, GA
Past
August 11, 2011 - July 24, 2018
LPL FINANCIAL LLC
RIA
CRD#: 6413
ATLANTA, GA
Past
August 9, 2011 - July 24, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
ATLANTA, GA
Past
June 3, 2010 - August 9, 2011
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
ATLANTA, GA
Past
May 27, 2010 - August 9, 2011
SECURITIES AMERICA, INC.
BD
CRD#: 10205
ATLANTA, GA
Past
March 8, 2004 - June 4, 2010
EQUITY SERVICES, INC.
RIA
CRD#: 265
ATLANTA, GA
Past
February 9, 2004 - June 4, 2010
EQUITY SERVICES, INC.
BD
CRD#: 265
ATLANTA, GA
Past
April 23, 2003 - February 2, 2004
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
ATLANTA, GA
Past
September 11, 2002 - February 2, 2004
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
September 11, 2002 - February 2, 2004
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
Past
April 7, 1994 - August 21, 2002
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
WORCESTER, MA
Past
January 31, 1989 - June 21, 1989
J. W. GANT & ASSOCIATES, INC.
BD
CRD#: 7963
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GW
GENEOS WEALTH MANAGEMENT, INC.
GENEOS WEALTH MANAGEMENT, INC.
CRD#: 120894 / SEC#: 801-62331, 8-65357
RIA
Registered Investment Advisory firm - SEC (8/20/2003 Approved)Arizona
Registered Investment Advisory firm - SEC (8/28/2003 Terminated)California
Registered Investment Advisory firm - SEC (8/28/2003 Terminated)Colorado
Registered Investment Advisory firm - SEC (9/11/2003 Terminated)Connecticut
Registered Investment Advisory firm - SEC (8/28/2003 Terminated)Florida
Registered Investment Advisory firm - SEC (8/28/2003 Terminated)Illinois
Registered Investment Advisory firm - SEC (8/20/2003 Terminated)Massachusetts
Registered Investment Advisory firm - SEC (8/28/2003 Terminated)Texas
Registered Investment Advisory firm - SEC (8/28/2003 Terminated)Wisconsin
Registered Investment Advisory firm - SEC (8/28/2003 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/24/2018)
RR
California(7/24/2018)
RR
Florida(3/11/2024)
RR
Georgia(7/24/2018)
IAR
Georgia(3/3/2022)
RR
North Carolina(2/24/2021)
RR
Pennsylvania(7/24/2018)
RR
South Carolina(1/23/2024)
RR
Texas(6/28/2024)
IAR
Texas(6/28/2024)
RR
Washington(1/3/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 1/17/1989
Corporate Securities Limited Representative ExaminationSRO Registrations
RR
FINRA
Current Firm
GW
GENEOS WEALTH MANAGEMENT, INC.
GENEOS WEALTH MANAGEMENT, INC.
CRD#: 120894 / SEC#: 801-62331, 8-65357
RIA
Registered Investment Advisory firm - SEC (8/20/2003 Approved)Arizona
Registered Investment Advisory firm - SEC (8/28/2003 Terminated)California
Registered Investment Advisory firm - SEC (8/28/2003 Terminated)Colorado
Registered Investment Advisory firm - SEC (9/11/2003 Terminated)Connecticut
Registered Investment Advisory firm - SEC (8/28/2003 Terminated)Florida
Registered Investment Advisory firm - SEC (8/28/2003 Terminated)Illinois
Registered Investment Advisory firm - SEC (8/20/2003 Terminated)Massachusetts
Registered Investment Advisory firm - SEC (8/28/2003 Terminated)Texas
Registered Investment Advisory firm - SEC (8/28/2003 Terminated)Wisconsin
Registered Investment Advisory firm - SEC (8/28/2003 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information
Main Address
9635 Maroon Circle Suite 100, Englewood, CO 80112
Mailing Address
9635 Maroon Circle Suite 100, Englewood, CO 80112
Phone number
(303) 785-8470
Established
Colorado since 04/12/2002
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees
200
SEC notice filing (52 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| GWM HOLDINGS, INC | STOCKHOLDER | |
| BRUBAKER-RAGER, JODEE MAY | PRESIDENT & CHIEF COMPLIANCE OFFICER | 1888958 |
| DIACHOK, RUSSELL RHINE | DIRECTOR | 1049804 |
| DIACHOK, RYAN WESLEY | CEO | 4047236 |
| HELMS, JEFFREY WRIGHT | DIRECTOR | 1346620 |
| OLSON, RAYMOND COREY | CFO | 1527445 |
| RAGER, DEAN ALLEN | CHIEF OPERATING OFFICER & CHIEF ADVISORY COMPLIANCE OFFICER | 2852133 |
Regulatory assets under management
| Total Number of Accounts | 22,073 |
| AUM (Assets Under Management) | $ 5,597,034,535 |
Disclosures
| Regulatory Event | 6 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GENEOS WEALTH MANAGEMENT, INC.
CRD#: 120894Hoschton, GA 30548TRUST BUT VERIFY
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