Retirement Planners

Retirement PlannersRetirement PlannersRetirement Planners

Call Us @ (701) 235-0585

  • HOME
  • ACCOUNT ACCESS
  • COMMENTARY
  • OUR APPROACH
  • RESOURCES
  • CONTACT US
  • ABOUT US
  • FINRA BrokerCheck
  • More
    • HOME
    • ACCOUNT ACCESS
    • COMMENTARY
    • OUR APPROACH
    • RESOURCES
    • CONTACT US
    • ABOUT US
    • FINRA BrokerCheck

Retirement Planners

Retirement PlannersRetirement PlannersRetirement Planners

Call Us @ (701) 235-0585

  • HOME
  • ACCOUNT ACCESS
  • COMMENTARY
  • OUR APPROACH
  • RESOURCES
  • CONTACT US
  • ABOUT US
  • FINRA BrokerCheck

Click on the LOGOS TO BE DIRECTED TO THE RESPECTIVE WEBSITES

Consolidated Account Access

Consolidated Account Access

Consolidated Account Access

To register for the first time please call Jake or Stephanie.  This site DOES NOT include Voya or College Save accounts.  

Consolidated Account Access

Consolidated Account Access

Consolidated Account Access

Geneos Wealth Management is our broker/dealer.  In the event you cannot reach us, please contact Geneos for assistance in locating your account.  

Securities and Advisory Services offered through Geneos Wealth Management, Inc., Member FINRA/SIPC


Geneos Wealth Management Privacy Policy


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Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for 

general information, and should not be considered a solicitation for the purchase or sale of any security.  By clicking on any of the referenced links within the website, 

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