Advisor at Geneos Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Geneos Wealth Management, Inc.
Location
Longview, WA 98632
Credentials
Series 63, Series 65
Industry experience
1 year
Conner Wallace is a financial advisor at Geneos Wealth Management, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Anderson and Anderson Advisory LLC and Statco-DSI. Outside of his advisory role, he serves as an assistant basketball coach at RA Long High School. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic approaches and investment strategies tailored to client needs.
Based on Geneos Wealth Management, Inc.
Based on Geneos Wealth Management, Inc.
Financial planning one-time fixed fees from $125 to $25,000; some representatives may charge flat fees for advisory accounts
$0 - $50,000: 0.50% (fixed fee for American Funds F2 share class, not negotiable) $50,001 - $100,000: 0.60% (American Funds F2 share class tier, not negotiable) $100,001 - $500,000: 0.80% (American Funds F2 share class tier, not negotiable) $500,001+: 1.00% (American Funds F2 share class tier, not negotiable)
Commissions charged when implementing transactions through broker-dealer services; representatives may earn commissions in separate capacity as registered representatives or insurance agents
Financial planning hourly fees from $35 to $300 per hour
Periodic financial planning fees ranging from $50 to $25,000 per period (monthly, quarterly, semi-annual, or annual)
Account minimum: $5,000 Minimum fee: Minimum advisory fee of 0.50% annually (50 basis points) Fee-only: Financial planning services fees range from $125 to $25,000 one-time; $35 to $300 per hour; $50 to $25,000 periodic fees (monthly, quarterly, semi-annual, or annual)
959 11 Th Ave, Suite B
Longview, WA 98632
Washington
Anderson and Anderson Advisory LLC
2025 - Present (1 year)
Geneos Wealth Management Inc
2025 - Present (1 year)
Anderson & Anderson Advisory, LLC
2024 - 2025 (1 year)
Geneos Wealth Managment
2024 - Present (2 years)
Anderson and Anderson Advisory LLC
2024 - Present (2 years)
Statco-DSI
2023 - 2024 (1 year)
Unemployed
2022 - 2023 (1 year)
University of Washington
2018 - 2022 (4 years)
RA Long High School
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Series 63, Series 66
Longview, WA
Bryant Wealth Management, Inc.
CFP®, ChFC®, Series 63, Series 65
Longview, WA
Retirement Strategies
Series 63, Series 65
Longview, WA
Geneos Wealth Management, Inc.
Series 63, Series 65
Longview, WA
Calton & Associates, Inc.
Series 66
Longview, WA
key Investment Services LLC
Series 63, Series 66
Longview, WA
Geneos Wealth Management, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")