Pamala Reichert has been Deputy Chief Operating Officer of Geneos Wealth Management since April 2026, is not listed as a control person, but directly owns under 5% of the firm.
Geneos Wealth Management, Inc. is an Englewood, CO firm with $9.22B under management, 21,668 clients and 200 advisers across 114 offices, as of its April 2026 filing.
Pam Reichert is Deputy Chief Operating Officer of Geneos Wealth Management, based in Englewood, Colorado. She joined Geneos in 2008 as an Assistant Operations Manager and oversees operations across the firm's broker/dealer and RIA platforms. She began her career at Lincoln Financial Advisors.
Pamala Reichert’s longest registration is the current one, 19 years at Geneos Wealth Management since 2007. Before joining Geneos Wealth Management in 2007, Pamala Reichert was registered through United Securities Alliance, Inc.
- – present · 19 yearsEnglewood, CO · Adviser representative · Firm CRD 120894
- United Securities Alliance, Inc.– · under a yearGreenwood Village, CO · Adviser representative · Firm CRD 36487
Investment adviser representative registrations
Pamala Reichert is registered as an investment adviser representative in Colorado, since March 2007.
- ColoradoSince 8 March 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 4 | Registered Options Principal Examination | 28 May 2008 |
| Series 24 | General Securities Principal Examination | 30 July 2007 |
| Series 66 | Uniform Combined State Law Examination | 19 December 2006 |
| Series 7 | General Securities Representative Examination | 11 October 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 August 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 August 1998 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Registered Options Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Pamala Ann Reichert
- CRD
- 3105359
- Firm
- Geneos Wealth Management · CRD 120894
- Role
- Deputy Chief Operating Officer
- Office
- 9635 Maroon Circle, SUITE 100, Englewood, CO 80112
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 1999
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- geneoswealth.com
Where does Pamala Reichert work?
Pamala Reichert has been Deputy Chief Operating Officer of Geneos Wealth Management, Inc. since April 2026.
Is Pamala Reichert a financial advisor?
Yes. Pamala Reichert has a current investment-adviser registration in Colorado, through Geneos Wealth Management since March 2007.
How many years of experience does Pamala Reichert have?
Pamala Reichert has 27 years in the financial industry, since January 1999, across 2 adviser firms.
What exams has Pamala Reichert passed?
Pamala Reichert has passed 7 licensing exams: the Series 6, Series 63, Series 7, Series 66, Series 24, Series 4 and Series 99TO. The earliest, the Series 6, was passed in August 1998. FINRA credited Pamala Reichert with the SIE, which began in October 2018.
Where did Pamala Reichert work before Geneos Wealth Management?
Before Geneos Wealth Management, Pamala Reichert was registered through United Securities Alliance, Inc., December 2006 to March 2007.
Where is Pamala Reichert based?
Pamala Reichert’s registered office is in Englewood, CO.
Is Pamala Reichert registered with FINRA?
Yes. Pamala Reichert has a current broker registration, under CRD 3105359.
Source: FINRA BrokerCheck
How can I verify Pamala Reichert’s record?
Search CRD 3105359 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Pamala Reichert’s full registration record.
