Zachary Pohlenz (CRD# 6786389) is an Investment Advisor Representative working at Clayton Wealth Partners in Topeka, KS and has over 4 years of experience in the finance industry. Zachary Pohlenz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1186862
Proactive Capital Management, Inc.
CRD# 5479226
Cambridge Investment Research Advisors, Inc.
CRD# 3222569
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clayton Wealth Partners | Topeka, KS | Jan 2022 - Current | 2 |
| Clayton Wealth Partners | Topeka, KS | Feb 2020 - Jan 2022 | 1 |
| Ameriprise Financial Services, Inc. | Topeka, KS | Nov 2018 - Feb 2020 | 1 |
| Radina's Coffeehouse | Manhattan, KS | Jul 2018 - Dec 2018 | < 1 |
| Kansas State University | Manhattan, KS | Aug 2016 - Dec 2018 | 2 |
| Advisors Excel | Topeka, KS | May 2018 - Aug 2018 | < 1 |
| Radina's Coffeehouse | Manhattan, KS | Aug 2016 - Dec 2017 | 1 |
| Lord's Financial Planning | Topeka, KS | May 2017 - Aug 2017 | < 1 |
| World Cup Espresso Cafe | Topeka, KS | Jul 2015 - Aug 2016 | 1 |
| Washburn University | Topeka, KS | Aug 2015 - May 2016 | < 1 |
| Cair Paravel Latin School | Topeka, KS | Aug 2001 - May 2015 | 13 |
| Cair Paravel Latin School | Topeka, KS | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- KS
- TX
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Total Assets Under Management696MILLIONS
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Total Number of Accounts1,757ACCOUNTS
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Average Account Value$395,912
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, KS, MO, NC, NE, NH, NY, OK, TX, VA
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