Little Bird Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Geneva Fund Partners is the doing-business-as name of Little Bird Financial, LLC that serves exclusively as a marketing and representation vehicle for Atlatl Advisors’ sub-advisory programs to other registered investment advisers. It does not provide individual investment advice, manage or custody client assets, or deduct fees from investor accounts.
Rather than managing portfolios, Geneva’s activities are limited to presenting Atlatl-prepared materials to unaffiliated RIAs and maintaining sub-advisory relationships; it does not accept performance-based fees, vote proxies, or exercise trading or discretionary authority. The firm maintains a Code of Ethics and compliance controls, and it discloses conflicts of interest related to its referrals and compensation arrangements.
Notably, Geneva does not serve individual clients — neither non-high-net-worth nor high-net-worth individuals — which is uncommon among supported firms that typically provide portfolio management directly to individuals. The brochure also discloses an insurance-affiliated business through the firm’s principal, who is licensed to sell insurance and may earn commissions, a potential conflict that Geneva says it addresses through disclosure and supervisory procedures.
Client services
Main office
Waterloo NE
Advisors at this office
4
Most active in
Colorado · Nebraska
Also doing business as
Geneva Fund Partners · Little Bird Financial Group · Little Bird Financial, LLC · White Tiger Financial · White Tiger Financial Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Marshall G
Series 66, Series 65
Waterloo, NE
Little Bird Financial, LLC
Marshall Gause is a financial advisor at Little Bird Financial, LLC with 16 years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at firms including Geneva Fund Partners, MGA, and Geronimo Financial Asset Management. Little Bird Financial, LLC operates under the name Geneva Fund Partners and functions as a marketing and representation vehicle for Atlatl Advisors’ sub-advisory programs. The firm does not manage individual client assets or provide direct investment advice, focusing instead on supporting other registered investment advisers.
Kevin Z
Series 63, Series 65
Waterloo, NE
Little Bird Financial, LLC
Kevin Zemann is a financial advisor at Little Bird Financial, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stile Compliance Services since 2014. Little Bird Financial, LLC, doing business as Geneva Fund Partners, acts as a marketing and representation vehicle for Atlatl Advisors’ sub-advisory programs to other registered investment advisers. The firm does not provide individual investment advice or manage client assets but focuses on maintaining sub-advisory relationships and presenting materials to unaffiliated RIAs.
Glen S
Series 63, Series 65
Waterloo, NE
Little Bird Financial, LLC
Glen Shepherd is a financial advisor at Little Bird Financial, LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked with multiple firms, including Bluebird Health, LLC and White Tiger Financial, LLC. Outside of his advisory roles, he is involved with my Backyard Conservation Group, LLC and my Office GURUS, LLC, both of which he has been with for several years. Little Bird Financial, LLC operates under the name Geneva Fund Partners and functions as a marketing and representation platform for Atlatl Advisors’ sub-advisory programs, serving other registered investment advisers rather than individual clients.
Parker J
Series 65
Waterloo, NE
Little Bird Financial, LLC
Parker Jamieson is a financial advisor with Little Bird Financial, LLC and holds a Series 65 credential. He has one year of industry experience and previously served 13 years in the United States Air Force. He is also currently a member of the USAF Reserve. Little Bird Financial, operating under the name Geneva Fund Partners, functions as a marketing and representation vehicle for Atlatl Advisors’ sub-advisory programs, working exclusively with other registered investment advisers rather than individual clients. The firm does not manage portfolios or provide individual investment advice.
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