Joseph
Sturniolo
Geneos Wealth Management, Inc
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About this Advisor
Joseph Sturniolo is a certified financial planner operating in Boulder, Colorado. Sturniolo is on the advisory team at Geneos Wealth Management, Inc. Sturniolo has gained experience at Geneos Wealth Managment Inc, Sturniolo Joseph & Associates and Joseph S Sturniolo & Associates, Inc. Sturniolo maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Colorado. Geneos Wealth Management, Inc is a registered investment firm that has its headquarters in Englewood, CO. The company has offices in 114 locations and a total of 200 advisors. It has $4 billion in assets under management across its 18,621 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 58 charitable organizations. Of its 18,621 accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in assets. The company performs a broad range of services, such as 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 advisory fee schedules typically are based on the type of services provided. Fee types billed by Geneos Wealth Management, Inc likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Geneos Wealth Management, Inc Brokerage Details
$4,081,076,864
200
18,621
$219,165
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
Joseph Sturniolo Work History
Joseph has been registered as a financial advisor for 0 years.*
Geneos Wealth Managment Inc
Joseph S Sturniolo & Associates, Inc
Sturniolo Joseph & Associates
*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 Joseph Sturniolo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Littleton, CO
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Englewood, CO
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.