Geneva Fund Partners

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Client assets under management

Clients

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

—

Client services

Portfolio management

Promotion of unaffiliated investment adviser

Main office location

Geneva Fund Partners

Waterloo NE, United States

Number of offices

Most active in

Nebraska

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 531-495-2312

Advisors at this firm

Marshall G

Series 65, Series 66

Waterloo, NE

Geneva Fund Partners

Marshall Gause is a financial advisor with Geneva Fund Partners in Waterloo, NE, holding Series 65 and Series 66 designations. He has over 15 years of experience in the financial industry, with prior roles at MGA, Team Select, and AOC. His career includes two separate periods with Geneva Fund Partners, dating back to 2009.

Glen S

Series 63, Series 65

Waterloo, NE

Geneva Fund Partners

Glen Shepherd is a financial advisor at Geneva Fund Partners in Waterloo, NE, holding Series 63 and Series 65 licenses with over 18 years of experience in various business ventures. His professional background includes roles at Little Bird Financial, Bluebird Health, White Tiger Financial, as well as leadership in entrepreneurial activities such as my Backyard Conservation Group and my Office GURUS. Geneva Fund Partners is a supported firm with a single advisor, focusing on personalized financial advising services.

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View complete list of advisors at this firm

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