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Jerry George Polacek

TORTOISE CLEAN ENERGY PARTNERS, LLC·LEAWOOD, Kansas
Clean recordTORTOISE CLEAN ENERGY PARTNERS, LLC
11550 ASH STREET, SUITE 300, LEAWOOD, KS 66211CRD# 2959397Firm CRD# 285237

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jerry George Polacek · LEAWOOD, KS
Registration
CRD #2959397 · TORTOISE CLEAN ENERGY PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jerry George Polacek is a registered financial advisor based in LEAWOOD, Kansas, affiliated with TORTOISE CLEAN ENERGY PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
TORTOISE CLEAN ENERGY PARTNERS, LLC
AUM
—
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at TORTOISE CLEAN ENERGY PARTNERS, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: SOURCING, DUE DILIGENCE AND STRUCTURING FEES
Regulatory
SEC/IARD CRD# 2959397
Firm CRD# 285237
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jerry George Polacek offer?
Jerry George Polacek specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in LEAWOOD, Kansas for a consultation.
What are Jerry George Polacek's credentials?
Jerry George Polacek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jerry George Polacek located?
Jerry George Polacek is based in LEAWOOD, Kansas, working with TORTOISE CLEAN ENERGY PARTNERS, LLC. Their office serves clients in the LEAWOOD metropolitan area and surrounding communities.
How does Jerry George Polacek charge for services?
Jerry George Polacek's firm is compensated through percentage of aum, performance-based fees, other: sourcing, due diligence and structuring fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TORTOISE CLEAN ENERGY PARTNERS, LLC?
TORTOISE CLEAN ENERGY PARTNERS, LLC has approximately 5 employees. The firm is registered with the SEC as an investment adviser.
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Abel Mojica
LEAWOOD, KS
Matthew Scott Ordway
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