Wendy
Nelson
Geneos Wealth Management, Inc
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About this Advisor
Wendy Nelson is a financial advisor based out of Cora, Wyoming with 2 years of industry experience. Nelson currently works for Geneos Wealth Management, Inc. Over the course of their career, Nelson has held roles at Geneos Wealth Management, Safe Harbor Financial Group, Geneos Wealth Management Inc, Willams Investment Network and Wind River Wealth Advisors LLC. Nelson maintains Series 63 and Series 65 licenses, which qualify 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 financial advisory company based out of Englewood, CO. It has offices in 114 locations and a total of 200 people on staff. It manages $4 billion in assets under management between its 18,621 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 58 charities and foundations. Of its 18,621 customer accounts, just 2% belong to high-net-worth investors who have at least $1 million in assets. Geneos Wealth Management, Inc offers a wide assortment 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 fees usually depend on which services the firm provides the client. However, fees billed by Geneos Wealth Management, Inc most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Geneos Wealth Management, Inc Brokerage Details
$4,081,076,864
200
18,621
$219,165
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 been registered as a financial advisor for 2 years.*
Wind River Wealth Advisors LLC
Geneos Wealth Management Inc
Willams Investment Network
Geneos Wealth Management
Safe Harbor Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Wendy Nelson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Geneos Wealth Management, Inc
Midvale, UT
Roanoke, VA
Sellersburg, IN
Knoxville, TN
Homer Glen, IL
Englewood, CO
La Canada Flintridge, CA
Montgomeryville, PA
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