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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 67124

Out of 400,000+ nationwide

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Clarence M

ChFC®, Series 63

Pratt, KS

Eagle Strategies (NY Life)

Clarence Meigs is a financial advisor with Eagle Strategies (NY Life) in Pratt, Kansas, holding the ChFC® designation and Series 63 license. He has 36 years of industry experience and has been affiliated with New York Life and its related entities since 1989. In addition to his advisory work, he operates Meigs and Associates for brokering insurance products and serves as a Kansas Notary Public. He is also an investor in the oil and gas exploration company Indian Oil. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporations. The firm emphasizes client-directed solutions utilizing third-party managers and model portfolios, and operates as an indirect subsidiary of New York Life, coordinating advisory services with affiliated insurance and broker-dealer entities.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Dakota H

CFP®, Series 66

Pratt, KS

Edward Jones

Dakota Holtgrieve is a CFP® certificant with 15 years of experience, serving at Edward Jones since 2011 in Pratt, Kansas. He is a partner in Pilot Knob Outfitters LLC, a hunting and outfitting business that hosts annual deer and turkey hunts on farm and recreational property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Paige P

Series 66

Pratt, KS

Edward Jones

Paige Prater is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to 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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Simona K

Series 66

Pratt, KS

Edward Jones

Simona Korbe is a financial advisor with Edward Jones in Pratt, Kansas, holding a Series 66 designation and starting her career at the firm in 2018. Prior to joining Edward Jones, she worked at First National Bank in Pratt and Papa Murphy's. Outside of her advisory work, she is a certified personal trainer helping clients achieve their health and fitness goals. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

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

Series 66

Pratt, KS

Edward Jones

Peyton Koehler is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at the Pratt County Sheriffs Office and held various roles including property management and retail. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages 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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Patricia L

CFP®, Series 66

Pratt, KS

Edward Jones

Patricia Loftus is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. She is based in Pratt, KS. Outside of her advisory role, she is a co-owner of a ranch in Sawyer, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated services. The firm supports a large network of advisors and branch offices and manages over $1 trillion in assets under management.

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