Geno Gates, Aams, Awma, Crpc, Cltc
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Geno Gates, Aams, Awma, Crpc, Cltc Email & Phone Number

Licensed Insurance Broker at HealthMarkets
Location: Northfield, Ohio, United States 6 work roles 5 schools
1 work email found @lpl.com 2 phones found area 440 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email g****@lpl.com
Direct phone (440) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
HealthMarkets
Role
Licensed Insurance Broker
Location
Northfield, Ohio, United States
Company size
1600 employees

Who is Geno Gates, Aams, Awma, Crpc, Cltc? Overview

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Quick answer

Geno Gates, Aams, Awma, Crpc, Cltc is listed as Licensed Insurance Broker at HealthMarkets, a with 1600 employees, based in Northfield, Ohio, United States. AeroLeads shows a work email signal at lpl.com, phone signal with area code 440, and a matched LinkedIn profile for Geno Gates, Aams, Awma, Crpc, Cltc.

Geno Gates, Aams, Awma, Crpc, Cltc previously worked as President/Private Wealth Manager at Onyx Wealth Management Llc and Financial Advisor at Ameriprise Financial Services Inc.. Geno Gates, Aams, Awma, Crpc, Cltc holds Candidate, Level Ii Program from Cfa Institute.

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Email format at HealthMarkets

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*@lpl.com
68% confidence

AeroLeads found 1 current-domain work email signal for Geno Gates, Aams, Awma, Crpc, Cltc. Compare company email patterns before reaching out.

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Profile bio

About Geno Gates, Aams, Awma, Crpc, Cltc

AAMS® - Accredited Asset Management SpecialistAWMA® - Accredited Wealth Management AdvisorCRPC® - Chartered Retirement Planning CounselorCLTC - Certified in Long Term CareFinancial professional with broad experience in the areas of finance, asset management, financial consulting, accounting, taxation, Insurance, and real estate. My primary objectives are providing solutions to my clients to help them protect their physical and financial well-being, navigate the uncertainty of the financial markets and recommending strategies that upon implementation, empower them to make sound financial decisions, via a personalized, comprehensive wealth management approach. The financial representative associated with this site may discuss and/or transact securities business only with residents of the following states, OH, GA,TN, MN, PA, and NY.Specialties: Comprehensive Wealth ManagementInvestment AdviceIndividual/Family Financial PlanningSmall Business PlanningEstate Planning StrategiesIncome Tax Planning StrategiesRetirement Planning StrategiesProtection and InsuranceCharitable GivingEmployee Stock OptionsWomen's Financial StrategiesDomestic Partner Planning

Listed skills include Retirement Planning, Investments, Strategic Financial Planning, Financial Advisory, and 39 others.

Current workplace

Geno Gates, Aams, Awma, Crpc, Cltc's current company

Company context helps verify the profile and gives searchers a useful next step.

HealthMarkets
Healthmarkets
Licensed Insurance Broker
north richland hills, texas, united states
Website
healthmarketsinc.com
Employees
1600
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Company profile
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6 roles

Geno Gates, Aams, Awma, Crpc, Cltc work experience

A career timeline built from the work history available for this profile.

Licensed Insurance Broker

Current
Healthmarkets

Northfield, Oh

Please don't hesitate to reach out to me for a free, no obligation quote and a review of your current insurance needs. I can best be reached at 216-570-8990 or at ggates@healthmarkets.com.SPECIALTIES:◆ Life Insurance ◆ Health Insurance ◆ Medicare Options ◆ Long-Term Care Insurance ◆ Disability Insurance ◆ Dental & Vision Plans ◆ Retirement Plans ◆ Final Expense Insurance ◆ Whole Life Insurance ◆ Universal Life Insurance◆ Fixed Annuities ◆ Fixed Index Annuities ◆ 100% After Deductible Plans ◆ Copay Plans ◆ HSA-Qualified Plans ◆ High Deductible Health Plans ◆ Accident Only Plans ◆ Critical Illness/Cancer Plans ◆ Hospital Confinement Plans ◆ Personalized Service

Dec 2015 - Present

President/Private Wealth Manager

Onyx Wealth Management Llc

Chagrin Falls, Oh

Advising individuals and small businesses in the areas of cash flow management, asset management, wealth creation, accumulation, protection, and transfer, and formation of corporations and business structures. The financial representative associated with this site may discuss and/or transact securities business only with residents of the following states, OH, GA,TN, MN, PA, and NY.

Financial Advisor

Ameriprise Financial Services Inc.

Beachwood, Oh

Advising individuals and small businesses on cash flow strategies, asset management, wealth creation, accumulation, protection, and transfer, and formation of corporations and business structures.

May 2004 - Nov 2011

District Manager

Ameriprise Financial Services, Inc.

Recruited, trained, and managed novice and experienced advisors in the areas of financial planning, client acquisition and service while simultaneously maintaining and growing my own individual practice.

Apr 2006 - Aug 2007

Mortgage Broker

Premier Mortgage Group, Llc

Originated commercial and residential mortgage loans in fifteen states via internet and telecommunications. Also provided leadership, coaching, and sales strategy training to less tenured brokers.

Oct 2001 - May 2003

Loan Officer

Colony Mortgage Corporation

Originated commercial and residential mortgage loans. Coordinated and conducted various community outreach programs to promote business development.

Apr 1997 - Oct 2001
Team & coworkers

Colleagues at HealthMarkets

Other employees you can reach at healthmarketsinc.com. View company contacts for 1600 employees →

PM Peter Motzenbecker Peter Motzenbecker Colleague at HealthmarketsSt Petersburg, Florida, United States View → NL Natalie Leiker Natalie Leiker Colleague at HealthmarketsDenver Metropolitan Area, United States View → DH Desiree Harrigan Desiree Harrigan Colleague at HealthmarketsKenner, Louisiana, United States View → KP Ken Price Ken Price Colleague at HealthmarketsPlano, Texas, United States View → JS Jerry Skarnulis Jerry Skarnulis Colleague at HealthmarketsGreater Chicago Area, United States View → PO Patrick O'Brien Patrick O'Brien Colleague at HealthmarketsYocumtown, Pennsylvania, United States View → DN Daisy N. Daisy N. Colleague at HealthmarketsScottsdale, Arizona, United States View → SW Susan Wendler Susan Wendler Colleague at HealthmarketsFlower Mound, Texas, United States View → NS Nettie Soudani Nettie Soudani Colleague at HealthmarketsMesa, Arizona, United States View → AB Adam Bueter Adam Bueter Colleague at HealthmarketsElkhart, Indiana, United States View →
5 education records

Geno Gates, Aams, Awma, Crpc, Cltc education

Candidate, Level Ii Program

Cfa Institute

Currently studying Level II curriculum of the Chartered Financial Analyst Program

Msapm, Finance, Gpa: 3.75

Creighton University

Currently pursuing the Master of Security Analysis and Portfolio Management degree in conjunction with 2013 Level I candidacy.

Aams, Awma, Crpc, Financial Professional Designation(S)

The College For Financial Planning

Completed the Accredited Asset Management Specialist, Accredited Wealth Management Advisor, and Chartered Retirement Planning Counselor.

Cltc, Long Term Care Planning

The Corporation For Long Term Care Certification, Inc.

Completed the Certified in Long Term Care Designation

B.B.A., Accounting/Finance

Cleveland State University

Activities and Societies: Dean's List 12 quarters Recipient of the Paul J. Everson Scholarship for studies in Real EstateMinor.

FAQ

Frequently asked questions about Geno Gates, Aams, Awma, Crpc, Cltc

Quick answers generated from the profile data available on this page.

What company does Geno Gates, Aams, Awma, Crpc, Cltc work for?

Geno Gates, Aams, Awma, Crpc, Cltc works for HealthMarkets.

What is Geno Gates, Aams, Awma, Crpc, Cltc's role at HealthMarkets?

Geno Gates, Aams, Awma, Crpc, Cltc is listed as Licensed Insurance Broker at HealthMarkets.

What is Geno Gates, Aams, Awma, Crpc, Cltc's email address?

AeroLeads has found 1 work email signal at @lpl.com for Geno Gates, Aams, Awma, Crpc, Cltc at HealthMarkets.

What is Geno Gates, Aams, Awma, Crpc, Cltc's phone number?

AeroLeads has found 2 phone signal(s) with area code 440 for Geno Gates, Aams, Awma, Crpc, Cltc at HealthMarkets.

Where is Geno Gates, Aams, Awma, Crpc, Cltc based?

Geno Gates, Aams, Awma, Crpc, Cltc is based in Northfield, Ohio, United States while working with HealthMarkets.

What companies has Geno Gates, Aams, Awma, Crpc, Cltc worked for?

Geno Gates, Aams, Awma, Crpc, Cltc has worked for Healthmarkets, Onyx Wealth Management Llc, Ameriprise Financial Services Inc., Ameriprise Financial Services, Inc., and Premier Mortgage Group, Llc.

Who are Geno Gates, Aams, Awma, Crpc, Cltc's colleagues at HealthMarkets?

Geno Gates, Aams, Awma, Crpc, Cltc's colleagues at HealthMarkets include Peter Motzenbecker, Natalie Leiker, Desiree Harrigan, Ken Price, and Jerry Skarnulis.

How can I contact Geno Gates, Aams, Awma, Crpc, Cltc?

You can use AeroLeads to view verified contact signals for Geno Gates, Aams, Awma, Crpc, Cltc at HealthMarkets, including work email, phone, and LinkedIn data when available.

What schools did Geno Gates, Aams, Awma, Crpc, Cltc attend?

Geno Gates, Aams, Awma, Crpc, Cltc holds Candidate, Level Ii Program from Cfa Institute.

What skills is Geno Gates, Aams, Awma, Crpc, Cltc known for?

Geno Gates, Aams, Awma, Crpc, Cltc is listed with skills including Retirement Planning, Investments, Strategic Financial Planning, Financial Advisory, Portfolio Management, Estate Planning, Wealth Management, and Finance.

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