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Gus J

CFP®

Glenwood Springs, CO

Systematic Wealth Management, Inc.

Gus Jepsen is the President and CEO of Systematic Wealth Management. He has a proven track record working with high-net-worth individuals, foundations, and institutional investors. He was instrumental in building a rapidly growing Denver-based Registered Investment Advisor practice, which was ultimately acquired by a private equity-backed group. His diverse client roster has included entrepreneurs, executives, former State Governors, and senior members of Congress. Gus holds an MSc in Carbon Finance from the University of Edinburgh and a B.S. in Business Administration from the University of Denver. His background includes work in sustainable finance and collaboration with academic and institutional partners on investment data strategy. Outside the office, Gus is an avid adventurer. He has bikepacked the Great Divide Mountain Bike Route, rafted the Grand Canyon, snowboarded the Canadian Rockies, the French Alps, and Hokkaido, and completed multiple mountaineering expeditions in Alaska. He lives with his wife and son in Glenwood Springs, Colorado.

General retirement planning General tax planning Factor investing / smart beta Exec comp design Business ownership considerations Engineering Professional Technology Professional Attorney Founder/Business Owner Retired Established Professionals Approaching retirement Retired Widow/Widower Divorced

6 advisors near 64468

Out of 400,000+ nationwide

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Chad H

Series 66

Maryville, MO

Edward Jones

Chad Hannigan is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard. The firm is recognized for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities including trust services and proprietary investment products.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Scott N

Series 66

Maryville, MO

Edward Jones

Scott Nielson is a financial advisor with Edward Jones in Maryville, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked with the Rochester Catholic School System and the Northwest Missouri State University Athletic Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Inheritance planning Retired Founder/Business Owner Executive
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Dannen M

Series 66

Maryville, MO

Cetera

Dannen Merrill is a financial advisor at Cetera with a Series 66 credential and four years of industry experience. He has held roles at Cetera and its affiliates since 2021 and serves as mayor of Maryville, MO. Merrill is also involved in several local organizations, including serving as president of the Phi Sigma Kappa Epsilon Nu Alumni Association and treasurer for both the Marville Downtown Improvement Organization and The American Legion Boys State of Missouri. Cetera Investment Advisers serves a broad mix of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, deploying a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Janette P

CFP®, Series 66

Maryville, MO

Edward Jones

Janette Padgitt is a CFP® with 14 years of industry experience and has been with Edward Jones since 2011. She holds the Series 66 designation and owns an Edward Jones office in Maryville, MO. She is also an author of lab units for Cengage Learning. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, managing over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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James K

Series 63, Series 66

Maryville, MO

Edward Jones

James Kurz is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2004. Outside of his advisory role, Kurz serves as a board member for the Maryville School District in Maryville, Missouri. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kelli N

Series 66

Maryville, MO

Edward Jones

Kelli Nelson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Talent Groups and Queen Consulting Group, Inc. She was also employed by the International Association of Administrative Professionals for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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