Unclaimed Profile

Dean Allen Rager

GENEOS WEALTH MANAGEMENT, INC.·ENGLEWOOD, Colorado

SIE, Series 7, Series 24, Series 66, Series 99TOClean record23 years registeredGENEOS WEALTH MANAGEMENT, INC.

9635 MAROON CIRCLE, ENGLEWOOD, CO 80112CRD# 2852133Firm CRD# 120894

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dean Allen Rager · ENGLEWOOD, CO

Registration

CRD #2852133 · GENEOS WEALTH MANAGEMENT, INC. · 23 years registered

Brand Profile

Not yet started

Career History

GENEOS WEALTH MANAGEMENT, INC.

Jan 2004 – present

PORTFOLIO DESIGN ADVISORS, INC.

Jan 2017 – Jul 2024

Englewood, CO

PORTFOLIO DESIGN ADVISORS, INC.

Jul 2012 – Dec 2016

CENTENNIAL, CO

PORTFOLIO DESIGN ADVISORS

Jan 2011 – Feb 2011

CENTENNIAL, CO

UNITED SECURITIES ALLIANCE, INC.

Feb 2003 – Jun 2004

GREENWOOD VILLAGE, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Series 99TO

Registration record

First registered · February 10, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GENEOS WEALTH MANAGEMENT, INC.

CRD 120894 · SEC 801-62331

AUM

$5.2B

Regulatory assets under management

Employees

200

21,260 client accounts

Services offered by GENEOS WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GENEOS WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Dean Allen Rager offer?

Dean Allen Rager specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ENGLEWOOD, Colorado for a consultation.

What are Dean Allen Rager's credentials?

Dean Allen Rager is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dean Allen Rager located?

Dean Allen Rager is based in ENGLEWOOD, Colorado, working with GENEOS WEALTH MANAGEMENT, INC.. Their office serves clients in the ENGLEWOOD metropolitan area and surrounding communities.

How does Dean Allen Rager charge for services?

Dean Allen Rager's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GENEOS WEALTH MANAGEMENT, INC.?

GENEOS WEALTH MANAGEMENT, INC. has approximately 200 employees and manages $5.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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