Jennifer
Schuette

Geneos Wealth Management, Inc

CRD#2759403
Investment Advisor
in Englewood, CO

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About this Advisor

Jennifer Schuette is a financial advisor operating in Englewood, Colorado who has 9 years of industry experience. Schuette is currently employed by Geneos Wealth Management, Inc. They have spent all of their career at Geneos Wealth Management, Inc. Schuette holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Colorado. Geneos Wealth Management, Inc is a financial advisory company that has its headquarters in Englewood, CO. The investment advisory business has offices in 114 locations and a total of 200 employees. It handles $4 billion in assets among its 18,621 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 58 charitable organizations. Of its 18,621 accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules largely vary depending on the type of financial services. However, fee types billed by Geneos Wealth Management, Inc can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9055 E Mineral Circle Suite 200
Englewood, CO 80112

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Geneos Wealth Management, Inc Brokerage Details

Total Assets Under Management

$4,081,076,864

CO Average: $2,349,664,866
Total Number of Employees

200

CO Average: 28
Total Number of Accounts

18,621

CO Average: 1,101
Average Account Size

$219,165

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jennifer Schuette Work History

Jennifer has been registered as a financial advisor for 9 years.*

2006 - Present (18 years)

Geneos Wealth Management, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jennifer Schuette to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Geneos Wealth Management, Inc

Robert Eberhardt
Littleton, CO
Paul Knipping
Englewood, CO
Joyce Mcdaniel
Englewood, CO
Matthew Grasman
Homer Glen, IL
Andrew Dziedzic
Montgomeryville, PA
Michelle France
Midvale, UT
Robert Arthur
Roanoke, VA
Thomas Wint
Sellersburg, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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