Richard
Kaul
Geneos Wealth Management, Inc
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About this Advisor
Richard Kaul is a financial advisor based in Grand Junction, Colorado, working with Geneos Wealth Management, Inc. Richard has previously held positions at Vision Asset Management LLC and Geneos Wealth Management. Richard has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, Richard is part of Geneos Wealth Management, Inc, which operates out of Grand Junction, Colorado. The firm has 116 offices and 200 employees. The firm manages assets totaling $5.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Geneos Wealth Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Geneos Wealth Management, Inc Brokerage Details
$5,163,064,970
200
21,980
$234,898
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
Vision Asset Management LLC
Geneos Wealth Management
Disclosures
Please visit the SEC profile of Richard Kaul 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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