Geneos Wealth Management, Inc
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About this Advisor
Timothy Kenkel is a financial advisor working in Englewood, Colorado, who has been in the advisory business for 10 years. Kenkel is on the advisory team at Geneos Wealth Management, Inc. Their career trajectory has included roles at Cascade Financial Management and Geneos Wealth Management Inc. Kenkel maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Colorado. Geneos Wealth Management, Inc is a business based out of Englewood, Colorado. The company has offices in 114 locations and a total of 210 people on staff. It has $5 billion in assets across its 19,839 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 53 charitable organizations. Of its 19,839 client accounts, just 1% are held by high-net-worth investors who have greater than $1 million in investable assets. Geneos Wealth Management, Inc offers 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 usually vary depending on the services. However, fees billed by Geneos Wealth Management, Inc can consist of any 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
Timothy Kenkel Work History
Timothy has 10 years of experience.
Geneos Wealth Management Inc
Cascade Financial Management
Timothy Kenkel has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Geneos Wealth Management, Inc
Grand Junction, CO
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 email@example.com.
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