what we do
Certified Financial Planner
Licensed Life and Health Insurance Agent
Paul has served retiree, small business, and general financial planning clients in Southern Minnesota since 1985. He is OSJ Branch Manager of Geneos Wealth Management, Inc.
, an Office of Supervisory Jurisdiction supporting 20 independent advisors.
Paul's credentials include:
- Minnesota licensed Life and Health Insurance Agent
- Member of the Certified Financial Planner Board of Standards, Inc
- Member of the National Association of Insurance and Financial Advisors
Paul has conducted workshops and financial seminars for over 25 years. He currently holds FINRA Series 7, 63, 65, and 24 licenses.
Securities offered through Geneos Wealth Management, Inc.
Advisory Services offered through Geneos Wealth Management, Inc.
Advisors Group is not affiliated with Premier Bank.