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Wealth Manager

Registered Representatives, we are looking for a very small number of experienced, ethical professionals. Only the best need apply. If you don’t make it, don’t despair! Our selection process is very exclusive. Only 2% of applicants are invited to join the team.

We offer:

  • Proven processes to build your expert network
  • Targeted marketing programs for your niche
  • State-of-the-art technology
  • A caring, professional, and pleasant team atmosphere
  • Exceptional office space

Our Broker Dealer, Geneos Wealth Management, is a two-time winner of Broker Dealer of the Year Award from Investment Advisor Magazine. Like us, Geneos is a very selective, boutique firm.

To request more information or schedule an interview, please contact Karl Frank, OSJ at Karl.frank@assetsandincome.com or call
303-690-5070. Our interview process is fully confidential.

 

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A&I Financial Services - Karl Frank Book - Go Tax Free

 

 

 

 

 

An assortment of tools and strategies that give readers of all backgrounds a clear, specific action plan for obtaining the maximum allowable control over when and how they pay taxes.
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