Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
26 years
Location
Cora, WY
Geneos Wealth Management, Inc.
Multi-team
Wendy Nelson is a financial advisor with Geneos Wealth Management, Inc., holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. She has worked at Geneos Wealth Management since 2016 and also manages Wind River Wealth Advisors LLC. Nelson serves as a board member of the Rotary Club of the Southwest USA. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and referrals to third-party money managers, employing a variety of analytical strategies and investment approaches across customized and model-based accounts.
Based on Geneos Wealth Management, Inc.
Based on Geneos Wealth Management, Inc.
Financial planning one-time fixed fees from $125 to $25,000; some representatives may charge flat fees for advisory accounts
$0 - $50,000: 0.50% (fixed fee for American Funds F2 share class, not negotiable) $50,001 - $100,000: 0.60% (American Funds F2 share class tier, not negotiable) $100,001 - $500,000: 0.80% (American Funds F2 share class tier, not negotiable) $500,001+: 1.00% (American Funds F2 share class tier, not negotiable)
Commissions charged when implementing transactions through broker-dealer services; representatives may earn commissions in separate capacity as registered representatives or insurance agents
Financial planning hourly fees from $35 to $300 per hour
Periodic financial planning fees ranging from $50 to $25,000 per period (monthly, quarterly, semi-annual, or annual)
Account minimum: $5,000 Minimum fee: Minimum advisory fee of 0.50% annually (50 basis points) Fee-only: Financial planning services fees range from $125 to $25,000 one-time; $35 to $300 per hour; $50 to $25,000 periodic fees (monthly, quarterly, semi-annual, or annual)
Cora, WY
Cora WY
Advisors at this office
1
Wyoming
26 years of industry experience
Wind River Wealth Advisors LLC
2020 - Present • 6 years
Cora, WY
Geneos Wealth Management Inc
2016 - Present • 10 years
Cora, WY
Willams Investment Network
2016 - 2020 • 4 years
Centennial, CO
PRUCO Securities, LLC.
2012 - 2012 • 1 year
Englewood, CO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Series 63, Series 65
Pinedale, WY
Morgan Stanley
David Deporter is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes roles at Citigroup Global Markets from 1994 to 2009 and Morgan Stanley Smith Barney since 2009, currently serving at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning services without providing individual security recommendations as part of its standalone programs.
Series 66
Pinedale, WY
Edward Jones
Farrah Rhea is a Series 66-credentialed financial advisor with Edward Jones, based in Pinedale, Wyoming. She has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.
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