Geneva Capital Management LLC

Geneva Capital Management LLC (CRD# 105432) is a financial advisory firm headquartered in Milwaukee, WI. They manage $5,326,647,036 in 418 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,327
    MILLION
  • Total Number of Accounts
    418
    ACCOUNTS
  • Average Account Value
    $12,743,175
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Geneva Capital Management LLC
Showing 1 - 10 of 10 top financial advisors.
1
Kristi A. Guay
CRD#: 4424159
100 E Wisconsin Avenue, Suite 2550, Milwaukee, WI 53202
96
Wealthminder
score

Kristi Guay (CRD# 4424159) is an Investment Advisor Representative working at Geneva Capital Management LLC in Milwaukee, WI and has over 16 years of experience in the finance industry.

2
Michelle J. Picard
CRD#: 2991984
100 E Wisconsin Avenue, Suite 2550, Milwaukee, WI 53202
96
Wealthminder
score

Michelle Picard (CRD# 2991984) is an Investment Advisor Representative working at Geneva Capital Management LLC in Milwaukee, WI and has over 20 years of experience in the finance industry.

3
Derek J. Pawlak
CRD#: 2349696
100 E Wisconsin Avenue, Suite 2550, Milwaukee, WI 53202
93
Wealthminder
score

Derek Pawlak (CRD# 2349696) is an Investment Advisor Representative working at Geneva Capital Management LLC in Milwaukee, WI and has over 21 years of experience in the finance industry.

4
Matthew P. Pistorio
CRD#: 5173145
100 E Wisconsin Ave, Suite 2550, Milwaukee, WI 53202
93
Wealthminder
score

Matthew Pistorio (CRD# 5173145) is an Investment Advisor Representative working at Geneva Capital Management LLC in Milwaukee, WI and has over 11 years of experience in the finance industry.

5
William S. Priebe
CRD#: 4862905
100 E Wisconsin Avenue, Suite 2550, Milwaukee, WI 53202
93
Wealthminder
score

William Priebe (CRD# 4862905) is an Investment Advisor Representative working at Geneva Capital Management LLC in Milwaukee, WI and has over 13 years of experience in the finance industry.

6
Stephen E. Reynolds
CRD#: 4843745
737 N. Michigan Ave, Suite 1700, Chicago, IL 60611
93
Wealthminder
score

Stephen Reynolds (CRD# 4843745) is an Investment Advisor Representative working at Geneva Capital Management LLC in Chicago, IL and has over 13 years of experience in the finance industry.

7
Amy S. Croen
CRD#: 4339839
100 E Wisconsin Avenue, Suite 2550, Milwaukee, WI 53202
90
Wealthminder
score

Amy Croen (CRD# 4339839) is an Investment Advisor Representative working at Geneva Capital Management LLC in Milwaukee, WI and has 1 year of experience in the finance industry.

8
Nicholas W. Klomstad
CRD#: 6215249
100 E Wisconsin Avenue, Suite 2550, Milwaukee, WI 53202
90
Wealthminder
score

Nicholas Klomstad (CRD# 6215249) is an Investment Advisor Representative working at Geneva Capital Management LLC in Milwaukee, WI and has over 4 years of experience in the finance industry.

9
Jose M. Munoz Quiroga
CRD#: 6862568
100 E Wisconsin Avenue, Suite 2550, Milwaukee, WI 53202
90
Wealthminder
score

Jose Munoz Quiroga (CRD# 6862568) is an Investment Advisor Representative working at Geneva Capital Management LLC in Milwaukee, WI and has 1 year of experience in the finance industry.

10
William A. Priebe
CRD#: 4341399
100 E Wisconsin Avenue, Suite 2550, Milwaukee, WI 53202
90
Wealthminder
score

William Priebe (CRD# 4341399) is an Investment Advisor Representative working at Geneva Capital Management LLC in Milwaukee, WI and has 1 year of experience in the finance industry.

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