Raymond Olson has been CFO of Geneos Wealth Management since January 2012, is a control person of the firm and directly owns under 5% of it.
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.
Ray Olson is CFO of Geneos Wealth Management, based in Englewood, Colorado. He has a background in accounting and finance and celebrated his 10-year anniversary with the firm.
No adviser firm registrations are on Raymond Olson’s record.
Professional designations
Listed by Geneos Wealth Management
- CPA
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | 2 January 2023 |
| Series 27 | Financial and Operations Principal Examination | 27 August 2010 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Financial and Operations Principal Examination
- Full name
- Raymond Corey Olson
- CRD
- 1527445
- Firm
- Geneos Wealth Management · CRD 120894
- Role
- CFO
- Registration
- Broker registration; no current adviser registration
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- geneoswealth.com
Where does Raymond Olson work?
Raymond Olson has been CFO of Geneos Wealth Management, Inc. since January 2012, and is a control person of the firm.
Does Raymond Olson have a current investment-adviser registration?
Raymond Olson has a current broker registration and no current investment-adviser registration.
What exams has Raymond Olson passed?
Raymond Olson has passed 3 licensing exams: the Series 27, Series 99TO and SIE. The earliest, the Series 27, was passed in August 2010.
Is Raymond Olson registered with FINRA?
Yes. Raymond Olson has a current broker registration, under CRD 1527445.
Source: FINRA BrokerCheck
How can I verify Raymond Olson’s record?
Search CRD 1527445 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Raymond Olson’s full registration record.
