Geneos Wealth Management, Inc
Answer a few questions and
get matched with an advisor.
or call us now at 1-888-467-5419
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
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Geneos Wealth Management, Inc Brokerage Details
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
Prudential Insurance Company Of America
Wendy Nelson has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Geneos Wealth Management, Inc
Grand Junction, CO
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 email@example.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.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.