Ameriprise Financial Services
45yrs
Top advisor by experience in Glendale
43yrs
Larry Robert Mitchell
Financial advisor at Geneos Wealth Management
At a glance
Experience43 years (since 1983)
How that compares ?Top 1% by experience in Arizona
OfficeGlendale, AZ
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
Services through Geneos Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2006 – nowGeneos Wealth Management, Inc.Current firm
- Nov 2005 – May 2006Raymond James Financial Services, Inc.Previously
Questions to ask Larry
Tailored to Larry’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Larry
How do I contact Larry?
Call Geneos Wealth Management at 303-785-8470 and ask for Larry Robert Mitchell. Larry works from the Glendale, AZ office.
How long has Larry been a financial advisor?
Larry has been in the industry since 1983, about 43 years. Top 1% by experience in Arizona.
What licenses does Larry hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Larry a fiduciary?
Larry is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Larry paid?
Geneos Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Larry for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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