INVESTMENT ADVISORY SERVICES OFFERED THROUGH THE FOLLOWING REGISTERED INVESTMENT ADVISER FIRMS:

Adrian & Associates Inc.
Registered in the State of Colorado
IARD Number 107307
Address:  5613 DTC Parkway, Suite 1200, Greenwood Village, CO 80111
Telephone:  303-721-0691

Investment Adviser Representative:
Lowell James Adrian

Financial Design & Management, Inc.
Registered with the SEC
IARD/CRD Number:  113387
SEC File Number:  801-63233
Address:  4645 Ziegler Road, Suite 220, Fort Collins, CO 80528
Phone Number:  970-490-2033

Investment Adviser Representatives:
Mark Kornblau
John Hardesty Alpers III
William Charles Reynolds
Mary Anne Heyman
Lawrence Paul Finch
David Arthur Asbury
Cindy Marker Hegy

G5 Financial Group RIA, LLC
Registered with the SEC
IARD/CRD Number:  157344
SEC File Number:  801-72363
Address:  5613 DTC Parkway, Suite 1200, Greenwood Village, CO 80111
Telephone:  303-721-0691

Investment Adviser Representatives:
Lowell James Adrian
Lawrence Paul Finch
Scott Walter Forsyth
Cindy Marker Hegy

Geneos Wealth Management, Inc.
Registered with the SEC
IARD/CRD Number:  120894
SEC File Number:  801-62331
Address:  9055 E. Mineral Circle, Centennial, CO 80112
Telephone:  303-785-8470

Investment Adviser Representatives:
Lowell James Adrian
Robert Joe Bachman
Richard Paul Costner
Lawrence Paul Finch
Scott Walter Forsyth
Mary Anne Heyman
Michael J. Keglovits Jr.
Cindy Marker Hegy
William Charles Reynolds
Christopher Stephen Scott
Wayne Edward Sprenger
David Lee Stevens
Robert Dean Thompson

Irongate Financial Services, Inc.
Registered in the State of Colorado
IARD Number 113378
Address:  6500 S Quebec, Suite 330, Englewood, CO 80111

Investment Adviser Representatives:
Michael J. Keglovits Jr.
David Lee Stevens

Robert D. Thompson, Inc.
Registered in the State of Colorado
IARD # 113947
Address:  5145 N. Academy Blvd, Suite 200, Colorado Springs, CO 80918-4049
Telephone:  719-532-9960

Investment Adviser Representative:
Robert Dean Thompson

Additional Information can be found on the SEC’s website.

5 Reasons to Choose a G5 Financial Advisor

  • Experience
  • Integrity
  • Collaborative Environment
  • Multi-disciplinary Expertise
  • Continuity of Financial Advice

Securities and investment advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.
Investment advisory services also offered through: Adrian & Associates, Inc.; Financial Design & Management, Inc.;
G5 Financial Group RIA, LLC; Irongate Financial Services, Inc.; and Robert D. Thompson, Inc.

 

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