linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Zachary Wayne Pohlenz

Clayton Wealth Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Zachary? Claim Your Profile

About Zachary Wayne Pohlenz

Zachary Wayne Pohlenz is an investment advisor representative with Clayton Wealth Partners. Zachary has been in the financial services industry since 2019. Zachary is registered with the state of Kansas and Texas. Clayton Wealth Partners is a Registered Investment Advisor (RIA) with offices in Topeka, KS. The firm has been in business since 2018 and is known for their personalized financial planning services. Zachary specializes in providing financial advice to individuals, families, and charitable organizations.

Firm Information

Zachary Pohlenz is currently registered with Clayton Wealth Partners. Clayton Wealth Partners is an investment advisor headquartered in Topeka, KS. The firm provides financial planning, educational seminars, and portfolio management services for individuals, high-net-worth individuals, charitable organizations, and corporations. Clayton Wealth Partners manages approximately $695,617,687 in regulatory assets.
Clayton Wealth Partners

716 SOUTH KANSAS AVENUE

TOPEKA, KS 66603-3808

$695.62M

Assets Under Management

12

Total Clients

6

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Zachary Pohlenz’s Registration & Firm History

KS

01/02/2021 - Present

Clayton Wealth Partners (TOPEKA KS)

KS

04/05/2019 - 02/19/2020

AMERIPRISE FINANCIAL SERVICES, LLC (TOPEKA KS)

Not sure if Zachary Wayne Pohlenz is right for you?

Licenses & Designations

BOTH

Issued 05/20/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/05/2019

Series 7TO - General Securities Representative Examination

BC

Issued 02/05/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary Wayne Pohlenz.
Not sure if Zachary Wayne Pohlenz is right for you?