Unclaimed Profile

Raymond Corey Olson

GENEOS WEALTH MANAGEMENT, INC.·ENGLEWOOD, Colorado

SIE, Series 27, Series 99TOClean recordGENEOS WEALTH MANAGEMENT, INC.

9635 MAROON CIRCLE, ENGLEWOOD, CO 80112CRD# 1527445Firm CRD# 120894

Profile Verification

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

Identity

Raymond Corey Olson · ENGLEWOOD, CO

Registration

CRD #1527445 · GENEOS WEALTH MANAGEMENT, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 27

Series 99TO

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

Speak with Raymond Corey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Raymond Corey is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ENGLEWOOD?

Browse all registered financial advisors in ENGLEWOOD, Colorado or claim this profile if it's yours.

Browse ENGLEWOOD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Raymond Corey Olson offer?

Raymond Corey Olson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ENGLEWOOD, Colorado for a consultation.

What are Raymond Corey Olson's credentials?

Raymond Corey Olson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Raymond Corey Olson located?

Raymond Corey Olson 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 Raymond Corey Olson charge for services?

Raymond Corey Olson'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →