Russell Diachok has been Director of Geneos Wealth Management since April 2002, 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.
Russell Diachok’s longest registration was 21 years at Geneos Wealth Management, Inc. (2002–2023).
- Portfolio Design Advisors, Inc.– · 1 yearCentennial, CO · Adviser representative · Firm CRD 137789
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 19 September 2003 |
| Series 65 | Uniform Investment Adviser Law Examination | 6 January 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 June 1988 |
| Series 24 | General Securities Principal Examination | 14 May 1987 |
| Series 7 | General Securities Representative Examination | 18 June 1983 |
- Name
- Operations Professional Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Russell Rhine Diachok
- CRD
- 1049804
- Firm
- Geneos Wealth Management · CRD 120894
- Role
- Director
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Russell Diachok work?
Russell Diachok has been Director of Geneos Wealth Management, Inc. since April 2002, and is a control person of the firm.
Does Russell Diachok have a current investment-adviser registration?
Russell Diachok has no current investment-adviser or broker registration.
What exams has Russell Diachok passed?
Russell Diachok has passed 7 licensing exams: the Series 7, Series 24, Series 63, Series 65, Series 31, Series 99TO and Series 6TO. The earliest, the Series 7, was passed in June 1983. FINRA credited Russell Diachok with the SIE, which began in October 2018.
Where was Russell Diachok previously registered as an investment adviser?
Russell Diachok has past investment-adviser registrations through Portfolio Design Advisors, Inc., July 2012 to March 2014; Geneos Wealth Management, Inc., November 2002 to December 2023, across 2 firms.
Is Russell Diachok registered with FINRA?
No. Russell Diachok has no current broker registration.
How can I verify Russell Diachok’s record?
Search CRD 1049804 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Russell Diachok’s full registration record.
