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Niels August Jepsen

Systematic Wealth Management, Inc.

Glenwood Springs, CO

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Current Employers
Systematic Wealth Management, Inc.

817 Colorado Avenue Suite 303, Glenwood Springs, CO 81601 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-06-16
  • CO RA
    APPROVED
    Since 2023-06-16

Branch Locations

817 Colorado Avenue Suite 303, Glenwood Springs, CO 81601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealth Legacy Institute, Inc. Denver CO 07/2012 06/2017
Jepsen Consulting Ltd. Basalt CO 06/2017 04/2023
Systematic Wealth Management Inc Glenwood Springs CO 04/2023 Present
  • 07/2012 → 06/2017
    Wealth Legacy Institute, Inc.
    Denver, CO
  • 06/2017 → 04/2023
    Jepsen Consulting Ltd.
    Basalt, CO
  • 04/2023 → Present
    Systematic Wealth Management Inc
    Glenwood Springs, CO
Previous Registrations
  • 2015-10-26 → 2017-09-28
    Wealth Legacy Institute, Inc.
    Denver, CO
Designations
Other Names
  • N. August Jepsen
  • August Jepsen

View on SEC IAPD

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