Geneos Wealth Management, Inc

Investment Advisor
in Grand Junction, CO

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About this Advisor

Richard Kaul is a financial advisor working out of Grand Junction, Colorado, with a total of 10 years of work experience. Kaul is on the advisory team at Geneos Wealth Management, Inc. Throughout their career, Kaul has worked at Kaiser And Company, Kaiser Wealth Management, Vision Asset Management LLC and Geneos Wealth Management. Kaul maintains Series 63 and Series 66 licenses, designating them as a securities broker, and can work in Colorado. Geneos Wealth Management, Inc is an advisory firm based in Grand Junction, Colorado. The firm has offices in 114 locations and a total of 210 people on staff. It oversees $5 billion in assets under management across its 19,839 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 53 charitable organizations. Of its 19,839 accounts, just 1% are held by high-net-worth investors who have at least $1 million in assets. The company provides a broad set 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. Fees charged by financial advisors depend on which services are offered. However, fee types billed by Geneos Wealth Management, Inc can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

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



Office Location

225 North 5Th Street Suite 515
Grand Junction, CO 81501

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Geneos Wealth Management, Inc Brokerage Details

Total Assets Under Management


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


CO Average: 28
Total Number of Accounts


CO Average: 1,101
Average Account Size


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

Richard Kaul Work History

Richard has 10 years of experience.

2013 - Present (10 years)

Vision Asset Management LLC

2013 - Present (10 years)

Geneos Wealth Management

2012 - 2013 (1 year)

Kaiser And Company

2012 - 2013 (1 year)

Kaiser Wealth Management


Richard Kaul has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Geneos Wealth Management, Inc

Richard Kaul
Grand Junction, CO
Paul Knipping
Englewood, CO
Giovanni Flores
Addison, TX
Wesley Strode
Englewood, CO
Timothy Kenkel
Englewood, CO
Christine Kelley
Casper, WY
Angela Osili
Englewood, CO
Mark Petrie
Casper, WY

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

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.

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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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