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Stephen James Shenkenberg

GENEVA CAPITAL MANAGEMENT LLC·MILWAUKEE, Wisconsin
Clean recordGENEVA CAPITAL MANAGEMENT LLC
411 E. WISCONSIN AVE., MILWAUKEE, WI 53202-4461CRD# 2405331Firm CRD# 105432

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen James Shenkenberg · MILWAUKEE, WI
Registration
CRD #2405331 · GENEVA CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen James Shenkenberg is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with GENEVA CAPITAL MANAGEMENT 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
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
GENEVA CAPITAL MANAGEMENT LLC
GENEVA CAPITAL MANAGEMENT LLC
AUM
$5.8B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at GENEVA CAPITAL MANAGEMENT LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Other: MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS.
Regulatory
SEC/IARD CRD# 2405331
Firm CRD# 105432
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen James Shenkenberg offer?
Stephen James Shenkenberg specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are Stephen James Shenkenberg's credentials?
Stephen James Shenkenberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen James Shenkenberg located?
Stephen James Shenkenberg is based in MILWAUKEE, Wisconsin, working with GENEVA CAPITAL MANAGEMENT LLC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.
How does Stephen James Shenkenberg charge for services?
Stephen James Shenkenberg's firm is compensated through percentage of aum, other: model portfolio fees based on underlying assets.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GENEVA CAPITAL MANAGEMENT LLC?
GENEVA CAPITAL MANAGEMENT LLC has approximately 21 employees and manages $5.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GENEVA CAPITAL MANAGEMENT LLC

Jose Manuel Munoz Quiroga
MILWAUKEE, WI
Kristin Stanek
MILWAUKEE, WI
Lindsay K Priebe
MILWAUKEE, WI
Michael Drew Elder
MILWAUKEE, WI
Michelle Jean Picard
MILWAUKEE, WI
William S Priebe
MILWAUKEE, WI

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Research
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