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Wendy N
Series 63, Series 65
Cora, WY
Geneos Wealth Management, Inc.
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.
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