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Kansas City Group Joins Denver Wealth Manager

Nick Parmee 19 November 2009

Kansas City Group Joins Denver Wealth Manager

Kansas City financial advisor Warren Financial Group has joined Denver-based broker/dealer Geneos Wealth Management.

Warren Financial Group is led by James Warren, an independent financial planner since 1982; the firm works with investors with an average of $1 million to $5 million in assets. Many are baby boomers nearing retirement.

In the past year Geneos has seen a rise in the number of industry veterans like the Warren team looking for a boutique-like setting that supports access to product, tools, or technology.

Geneos provides financial and estate-planning services through a network of registered representatives across the US with $7 billion in client assets under management.

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