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Geneos Wealth Management

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Geneos Wealth Management

Investment Attorneys Can Recover Your Investment Damages

Geneos Wealth Management is a broker-dealer that provides financial and estate planning services through a select network of registered representatives. Headquartered in Denver, CO, the firm has 250+ advisors nationwide. Geneos offers wealth management products such as mutual funds, alternative investment options, fixed and variable annuities, and life insurance products.

Financial Misconduct at Geneos

Geneos Wealth Management is licensed by the Financial Industry Regulatory Authority (FINRA), and as such is legally obligated to ensure its brokers are acting lawfully in the interest of their investors. If a client suffers losses as a result of negligent behavior or misconduct from a broker, then the firm may be held legally responsible to repay the damages.

GWM has received a number of substantial customer complaints, many within the last few years. There are two cases pending arbitration for one broker alone currently, with over $650,000 at stake over unsuitable recommendations made from 2001 to 2013. Another $500,000 have been awarded to investors due to unsuitable broker advice.

Additionally, in 2009 and 2011, two separate brokers named Robert Bachman and Harve Meslin collectively paid nearly a million dollars in settlements regarding lack of supervision over financial advisors and unsuitable investment advice. These brokers are still registered with the company.

Wondering If You Have a Claim? Contact Our Firm Now!

Meyer Wilson reclaimed $350 million for the victims of investment fraud or misconduct. Our attorneys are experienced in going up against large investment firms, and our track record affirms our resources and expertise. Meyer Wilson has represented clients nationwide and internationally, in state and federal courts, and in arbitration through FINRA and the American Arbitration Association (AAA). As an investor, you have a right to recover investments lost through unethical behavior or decisions made against your interests.

Columbus Office

614-224-6000
305 W. Nationwide Blvd
Columbus, OH 43215
Meyer Wilson
New Orleans Office

900 Camp Street 
Suite 337
New Orleans, LA 70130
Los Angeles Office

310-905-8688
2029 Century Park East,
Suite 400N
Los Angeles, CA 90067
Cleveland Office

216-600-1355
4781 Richmond Rd.
Suite 400
Warrensville Heights, OH 44128
Bloomfield Hills Office

248-817-8214
41000 Woodward Ave.,
Suite 350
Bloomfield Hills, MI 48304
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The information contained in this Website is provided for informational purposes only, and should not be construed as legal advice on any subject matter.
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