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Pamala Ann Reichert

Investment Adviser Representative at Geneos Wealth Management, Inc.

Englewood, COCRD #3105359Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
Exams Passed
8

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Pamala Ann Reichert is an investment adviser representative with Geneos Wealth Management, Inc. in Englewood, CO, where they have been registered since 2007. They have worked in the securities industry since 1999 and were previously registered with United Securities Alliance, Inc. They have passed 8 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Colorado.

Office

9635 Maroon Circle, Suite 100
Englewood, CO 80112

Advisors at this office: 8

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Colorado
Broker:
3 states and territories

California, Colorado, Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/19/2006
Series 63
Uniform Securities Agent State Law Examination
Passed 8/6/2001
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/11/2006
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/28/1998
Series 4
Registered Options Principal Examination
Passed 5/28/2008
Series 24
General Securities Principal Examination
Passed 7/30/2007

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Geneos Wealth Management, Inc.Current
3/8/2007 – Englewood, CO
United Securities Alliance, Inc.
12/20/2006 – 3/2/2007Greenwood Village, CO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Geneos Wealth Management, Inc
    Mar 2007 – no end date reportedCentennial, CO

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Geneos Wealth Management, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Broker-dealer and RIA platform services including asset custody options, technology tools, succession and acquisition planning, monetization options, and home office support for independent advisors

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Broker-dealerRIA PlatformIndependent AdvisorsAsset CustodySuccession PlanningAcquisition PlanningWealth Management

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
193
Offices listed on AdvisorFinder:
26
Main office:
Englewood, CO
SEC file number:
801-62331

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 10, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Pamala Ann Reichert has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Pamala Ann Reichert (Geneos Wealth Management)