Wendy
Nelson
Geneos Wealth Management, Inc
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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
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
Let us help match you with the right financial advisor for your needs.
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
Wendy Nelson Work History
Wendy has 11 years of experience.
Wind River Wealth Advisors LLC
Geneos Wealth Management Inc
Willams Investment Network
Geneos Wealth Management
Safe Harbor Financial Group
Pruco Securities
Prudential Insurance Company Of America
Disclosures
Wendy Nelson has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Geneos Wealth Management, Inc
Grand Junction, CO
Englewood, CO
Addison, TX
Englewood, CO
Englewood, CO
Casper, WY
Englewood, CO
Casper, WY
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