Wesley
Strode

Geneos Wealth Management, Inc

CRD#5080829
Investment Advisor
in Englewood, CO

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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

Series 65, Chartered Financial Analyst

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

9055 E Mineral Circle Suite 200
Englewood, CO 80112

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Geneos Wealth Management, Inc Brokerage Details

Total Assets Under Management

$5,299,563,619

CO Average: $2,349,664,866
Total Number of Employees

210

CO Average: 28
Total Number of Accounts

19,839

CO Average: 1,101
Average Account Size

$267,129

CO Average: $2,134,119

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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

Wesley Strode Work History

Wesley has 10 years of experience.

2012 - Present (11 years)

Geneos Wealth Management, Inc

2012 - Present (11 years)

Portfolio Design Advisors

Disclosures

Wesley Strode has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Geneos Wealth Management, Inc

Timothy Kenkel
Englewood, CO
Wesley Strode
Englewood, CO
Richard Kaul
Grand Junction, CO
Paul Knipping
Englewood, CO
Giovanni Flores
Addison, TX
Jameson Taunton
Greenville, NC
Mark Sewell
Roanoke, VA
Matthew Grasman
Homer Glen, IL

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.

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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.

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