Paul
Knipping
Geneos Wealth Management, Inc
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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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Geneos Wealth Management, Inc Brokerage Details
$5,299,563,619
210
19,839
$267,129
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Answer a few questions to get a personalized match.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.
Geneos Wealth Management Inc
Sdr Ventures
Disclosures
Paul Knipping has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Geneos Wealth Management, Inc
Englewood, CO
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Grand Junction, CO
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Addison, TX
Schuylkill Haven, PA
Los Angeles, CA
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.
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