Paul
Knipping

Geneos Wealth Management, Inc

CRD#5180238
Investment Advisor
in Englewood, CO

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About this Advisor

Paul Knipping is a chartered financial analyst who works out of Englewood, Colorado, who has been in the financial industry for 10 years. Knipping works at Geneos Wealth Management, Inc. Over the course of their career, Knipping has held roles at Sdr Ventures and Geneos Wealth Management Inc. Knipping can operate in Colorado. Geneos Wealth Management, Inc is a financial advisory firm headquartered in Englewood, Colorado. The company has offices in 114 locations and a total of 210 advisors. It manages $5 billion in total assets between its 19,839 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 53 charities and foundations. Of its 19,839 customer accounts, just 1% are associated with high-net-worth clients who have greater than $1 million in investable assets. Geneos Wealth Management, Inc performs a number 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 advisory fee schedules typically depend on which services the firm provides the client. However, fee types billed by Geneos Wealth Management, Inc likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Years of Experience

10 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

Disclosures

No

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

$5,299,563,619

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

210

CO Average: 28
Total Number of Accounts

19,839

CO Average: 1,101
Average Account Size

$267,129

CO Average: $2,134,119

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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

Paul Knipping Work History

Paul has 10 years of experience.

2013 - Present (10 years)

Geneos Wealth Management Inc

2012 - 2013 (1 year)

Sdr Ventures

Disclosures

Paul Knipping has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Geneos Wealth Management, Inc

Wesley Strode
Englewood, CO
Paul Knipping
Englewood, CO
Richard Kaul
Grand Junction, CO
Timothy Kenkel
Englewood, CO
Giovanni Flores
Addison, TX
John Kiefer
Schuylkill Haven, PA
Brent Donovan
Los Angeles, CA
Kaden Keller
Cedar City, UT

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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