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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

4 advisors near 65785

Out of 400,000+ nationwide

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Caleb M

Series 63, Series 66

Humansville, MO

Empower Advisory Group

Caleb Millsap is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Bank of America, TD Ameritrade, and American Express. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Jeremy F

Series 66

Stockton, MO

Edward Jones

Jeremy Fowler is a Series 66-licensed financial advisor with Edward Jones, based in Stockton, Missouri. He has 13 years of industry experience and has been with Edward Jones since 2012. Fowler serves as a board member for both the Lamar R-1 School District and the Stockton Recreation Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 65

Stockton, MO

Thrivent Investment Management

Janet Lindner is a financial advisor at Thrivent Investment Management with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Simmons Bank from 2016 to 2020 before joining Thrivent in 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive, goal-based planning without discretionary trading authority. The firm’s services include a combination of planning and managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Bo B

Series 66

El Dorado Springs, MO

Edward Jones

Bo Bishop is a financial advisor with Edward Jones in El Dorado Springs, MO, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of advising, he owns rental property in Nevada, MO. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,000 financial advisors.

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