Wesley
Strode
Geneos Wealth Management, Inc
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About this Advisor
Wesley Strode is a chartered financial analyst who works out of Englewood, Colorado, who has been in the industry for 10 years. Strode currently works for Geneos Wealth Management, Inc. Their career trajectory has included roles at Geneos Wealth Management, Inc and Portfolio Design Advisors. Strode has a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in Colorado. Geneos Wealth Management, Inc is a financial advisory business operating out of Englewood, Colorado. It has offices in 114 locations and a total of 210 people on staff. It has $5 billion in assets between its 19,839 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 53 charities and foundations. Of its 19,839 client accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Geneos Wealth Management, Inc provides a broad array 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 usually vary depending on the financial services provided. However, fees charged by Geneos Wealth Management, Inc can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Geneos Wealth Management, Inc Brokerage Details
$5,299,563,619
210
19,839
$267,129
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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
Wesley Strode Work History
Wesley has 10 years of experience.
Geneos Wealth Management, Inc
Portfolio Design Advisors
Disclosures
Wesley Strode has no disclosures.
Please visit their SEC profile for more details.
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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.
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