Geneos Wealth Management, Inc

Investment Advisor
in Cora, WY

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About this Advisor

Wendy Nelson is a financial advisor working out of Cora, Wyoming, who has been in the advisory business for 11 years. Nelson currently works for Geneos Wealth Management, Inc. Over the course of their career, Nelson has held roles at Pruco Securities, Prudential Insurance Company Of America, Geneos Wealth Management, Safe Harbor Financial Group, Geneos Wealth Management Inc, Willams Investment Network and Wind River Wealth Advisors LLC. Nelson holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Wyoming. Geneos Wealth Management, Inc is a firm that has its headquarters in Cora, Wyoming. The firm has offices in 114 locations and a total of 210 advisors. It handles $5 billion in assets among its 19,839 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 53 charities and foundations. Of its 19,839 customer accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets. The firm performs 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. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fee types charged by Geneos Wealth Management, Inc likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 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



Office Location

Cora, WY

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Geneos Wealth Management, Inc Brokerage Details

Total Assets Under Management


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


WY Average: 28
Total Number of Accounts


WY Average: 1,101
Average Account Size


WY 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

Wendy Nelson Work History

Wendy has 11 years of experience.

2020 - Present (3 years)

Wind River Wealth Advisors LLC

2016 - Present (7 years)

Geneos Wealth Management Inc

2016 - 2020 (4 years)

Willams Investment Network

2012 - 2016 (4 years)

Geneos Wealth Management

2012 - 2016 (4 years)

Safe Harbor Financial Group

2011 - 2012 (1 year)

Pruco Securities

2011 - 2012 (1 year)

Prudential Insurance Company Of America


Wendy Nelson has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Geneos Wealth Management, Inc

Richard Kaul
Grand Junction, CO
Paul Knipping
Englewood, CO
Giovanni Flores
Addison, TX
Wesley Strode
Englewood, CO
Timothy Kenkel
Englewood, CO
Christine Kelley
Casper, WY
Angela Osili
Englewood, CO
Mark Petrie
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.

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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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