Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Kenkel is an Investment Advisor Representative at Geneos Wealth Management, Inc.. Timothy has been working in the financial industry since 1998 and is registered in Colorado, California, Massachusetts and Missouri. Timothy has a strong background in financial planning and portfolio management and specializes in working with high-net-worth individuals, corporations, and charitable organizations. Timothy holds a number of professional licenses and certifications including the Series 6, 7, 10, 14, 24, 52, 53, 63, 65, 99 and SIE. Timothy is also a volunteer for the Boulder Mountain Bike Patrol.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
01/11/2021 - Present
Geneos Wealth Management, Inc. (Englewood CO)
CO
02/24/2012 - 12/31/2020
CASCADE FINANCIAL MANAGEMENT, INC. (DENVER CO)
CO
04/12/2011 - 03/07/2012
WELLS FARGO ADVISORS, LLC (DENVER CO)
CO
05/26/2010 - 04/08/2011
CAPWEST SECURITIES, INC. (LAKEWOOD CO)
CO
10/15/2007 - 05/13/2010
CAPWEST SECURITIES, INC. (LAKEWOOD CO)
CO
03/13/2003 - 10/15/2007
WACHOVIA SECURITIES, LLC (BOULDER CO)
KY
06/01/2002 - 09/13/2002
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
12/07/1998 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
NJ
10/19/1994 - 09/28/1995
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 02/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 07/13/2012
Series 4 - Registered Options Principal Examination
BC
Issued 04/12/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/20/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/15/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/05/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Kenkel is the right advisor for you? Invested Better is here to help.
