Richard
Kaul
Geneos Wealth Management, Inc
Answer a few questions and
get matched with an advisor.
or call us now at 1-888-467-5419
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
Services Offered
Fee Structure
Disclosures
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Geneos Wealth Management, Inc Brokerage Details
$5,299,563,619
210
19,839
$267,129
Let us help match you with the right financial advisor for your needs.
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
Richard Kaul Work History
Richard has 10 years of experience.
Vision Asset Management LLC
Geneos Wealth Management
Kaiser And Company
Kaiser Wealth Management
Disclosures
Richard Kaul has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Geneos Wealth Management, Inc
Grand Junction, CO
Englewood, CO
Addison, TX
Englewood, CO
Englewood, CO
Casper, WY
Englewood, CO
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 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.