Wendy Nelson, financial advisor Cora WY

Wendy Nelson

CRD Number: 1061680
Current Firm: Geneos Wealth Management, Inc.

Wendy Nelson (CRD# 1061680) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Cora, WY and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Wind River Wealth Advisors LLC Cora, WY Jul 2020 - Current 3
Geneos Wealth Management Inc. Cora, WY Jun 2016 - Current 7
Willams Investment Network Centennial, CO Jun 2016 - Jul 2020 4
Geneos Wealth Management Greenwood Village, CO Sep 2012 - Jun 2016 3
Safe Harbor Financial Group Greenwood Village, CO Sep 2012 - Jun 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2011
S65 NASAA Investment Advisors Law Examination Feb 2012
Disclosure Information

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Contact Info for Wendy M. Nelson
By the Numbers
  • Total Assets Under Management
    4,646
    MILLIONS
  • Total Number of Accounts
    19,340
    ACCOUNTS
  • Average Account Value
    $240,216
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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