Niels A. Jepsen
Professional summary
Niels August Jepsen, CFP®, who also goes by August Jepsen, N. August Jepsen, is a registered financial advisor currently at SYSTEMATIC WEALTH MANAGEMENT, INC. located in Glenwood Springs, Colorado.
Niels is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Niels has worked at 2 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Niels August Jepsen's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 16, 2023 - Present
SYSTEMATIC WEALTH MANAGEMENT, INC.
Office #1: 817 Colorado Avenue Suite 303, Glenwood Springs, CO 81601October 26, 2015 - September 28, 2017
WEALTH LEGACY INSTITUTE, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/16/2023)
Exams
Current Firm
SYSTEMATIC WEALTH MANAGEMENT, INC.
CRD#: 326687 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 13 |
| AUM (Assets Under Management) | $ 2,364,659 |
Red Flags
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Company Information
SYSTEMATIC WEALTH MANAGEMENT, INC.
CRD#: 326687Glenwood Springs, CO 81601TRUST BUT VERIFY
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