Geneos Wealth Management, Inc
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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
Years of Experience
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Geneos Wealth Management, Inc Brokerage Details
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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.
Vision Asset Management LLC
Geneos Wealth Management
Kaiser And Company
Kaiser Wealth Management
Richard Kaul has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Geneos Wealth Management, Inc
Grand Junction, CO
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