Geneos Wealth Management
43yrs
Top advisor by experience in Englewood
21yrs
Thomas Samuelson
Full name on record: Thomas Randall Samuelson
Financial advisor at Integrated Advisors Network
Thomas Samuelson is a financial advisor in Englewood, Colorado, with 21 years in the industry. Thomas joined Integrated Advisors Network in 2015, after less than a year at Cetera Investment Management and nine years at First Allied Asset Management. Thomas holds the CFA designation.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 71% of advisors in Colorado
Office9800 Mt Pyramid Ct Suite 400, Englewood, CO 80112
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$739,399
Advisors at the firm79
States licensed ?1 state
Services through Integrated Advisors Network
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2015 – nowIntegrated Advisors Network LLCCurrent firm
- Jun 2015 – Jun 2015Cetera Investment Management LLCPreviously
- 2006 – 2015First Allied Asset Management, Inc.Previously
- 2005 – 2008Greenbook Investment Management, Inc.Previously
Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Thomas
How do I contact Thomas?
Call Integrated Advisors Network at (855) 729-4222 and ask for Thomas Samuelson. Thomas works from the Englewood, CO office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2005, about 21 years. More experience than 71% of advisors in Colorado.
What licenses does Thomas hold?
No exams are listed on the official record.
Is Thomas a fiduciary?
Thomas is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Thomas paid?
Integrated Advisors Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Thomas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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