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Peter Vanflein

Advisor at Geneos Wealth Management, Inc.

Updated today
Geneos Wealth Management, Inc. logo

Firm

Geneos Wealth Management, Inc.

Location

Fairbanks, AK 99709

Credentials

Series 63, Series 66

Industry experience

35 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Financial planning one-time fixed fees from $125 to $25,000

Percentage

$0+: Negotiated between 0.00% to 2.50% annually $0+: American Funds direct program tiered fees of 0.50%, 0.60%, 0.80%, or 1.00% depending on account balance (not negotiable) $0+: American Funds direct program fixed fee option of 0.75% (not negotiable)

Commissions

Representatives may earn commissions as registered representatives and insurance agents separately from advisory fees

Project-based

Financial planning hourly fees range from $35 to $300 per hour

Subscriptions

Financial planning periodic fees ranging from $50 to $25,000 per period (monthly, quarterly, semi-annual, or annual)

Other

Account minimum: $5,000 Minimum fee: Minimum asset management fee of 0.50% (50 basis points) annually Fee-only: Financial planning fees charged as one-time fixed fee ($125 to $25,000), hourly fee ($35 to $300 per hour), or periodic fee ($50 to $25,000 per period)

Work history

Van Flein Financial, Llc

2006 - Present (20 years)

Geneos Wealth Management

2006 - Present (20 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Greta M

CFP®

Fairbanks, AK

Frontier Financial Planning

Are you living your best version of financial freedom and are you on the path to financial independence? In Alaska, achieving financial freedom carries a unique significance. From managing heating oil and travel expenses to navigating seasonal challenges, we understand the distinct needs and benefits that define life in the Last Frontier. We specialize in working with Alaska professionals who rely on the state’s PERS and TRS retirement systems, including employees of the State of Alaska, the University of Alaska, and various municipalities and school districts. By extension, we work with all Alaskans—supporting their spouses, guiding them in caring for aging parents, and ensuring they can help their children realize their potential. Frontier’s founder, Greta returned to Alaska after earning her degrees and traveling the globe. Through thoughtful financial planning and goal-setting, she transitioned from a career as a Civil Engineer in Anchorage to becoming a thriving certified financial planning specialist, life partner, and mother. She works with families like her own, with kids, parents, grandparents - who are seeking financial guidance and the independence that comes with a solid and process-driven plan. You can feel confident that Greta faces the same seasons, challenges, joys, and richness that come with life in Alaska, just like you.

Public Service Employee Educators, Teachers, and Academics Gen X (Born 1965-1980)

Samuel L

Series 66

Fairbanks, AK

Edward Jones

General retirement planning

David W

Series 66

Fairbanks, AK

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Phil Y

Series 63

Fairbanks, AK

Phil A. Younker & Associates, Ltd.

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Jaime G

Series 65

Fairbanks, AK

Phil A. Younker & Associates, Ltd.

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Tammy K

Series 65

Fairbanks, AK

Elliott Cove Capital Management

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