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Zachary Wayne Pohlenz

Clayton Wealth Partners

Topeka, KS

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Current Employers
Clayton Wealth Partners

716 South Kansas Avenue, Topeka, KS 66603-3808 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-01-02
KS RA APPROVED 2020-02-27
  • TX RA
    APPROVED
    Since 2021-01-02
  • KS RA
    APPROVED
    Since 2020-02-27

Branch Locations

716 South Kansas Avenue, Topeka, KS 66603-3808 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc Topeka KS 11/2018 02/2020
Radina's Coffeehouse Manhattan KS 07/2018 12/2018
Advisors Excel Topeka KS 05/2018 08/2018
Radina's Coffeehouse Manhattan KS 08/2016 12/2017
Lord's Financial Planning Topeka KS 05/2017 08/2017
Kansas State University Manhattan KS 08/2016 12/2018
Clayton Wealth Partners Topeka KS 02/2020 01/2022
Clayton Wealth Partners Topeka KS 01/2022 Present
  • 11/2018 → 02/2020
    Ameriprise Financial Services, Inc
    Topeka, KS
  • 07/2018 → 12/2018
    Radina's Coffeehouse
    Manhattan, KS
  • 05/2018 → 08/2018
    Advisors Excel
    Topeka, KS
  • 08/2016 → 12/2017
    Radina's Coffeehouse
    Manhattan, KS
  • 05/2017 → 08/2017
    Lord's Financial Planning
    Topeka, KS
  • 08/2016 → 12/2018
    Kansas State University
    Manhattan, KS
  • 02/2020 → 01/2022
    Clayton Wealth Partners
    Topeka, KS
  • 01/2022 → Present
    Clayton Wealth Partners
    Topeka, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-20
  • S66 Uniform Combined State Law Examination
    2019-05-20
Designations

View on SEC IAPD

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PROACTIVE CAPITAL MANAGEMENT, INC.

Other Investors

THERESA A YOUNG
ALLISON ANNE ARMITAGE
MARK E YOUNG
JOSEPH GERALD PROKOP
KURT C GUTH
Joshua Matthew Wyatt
Christopher Lee Jones
Jacob Allen Lindstrom

Other Offices

LPL FINANCIAL LLC · Topeka, KS
LPL FINANCIAL LLC · Topeka, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · TOPEKA, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · TOPEKA, KS
AE WEALTH MANAGEMENT, LLC · Topeka, KS
AE WEALTH MANAGEMENT, LLC · Topeka, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Topeka, KS
OFG FINANCIAL SERVICES, INC. · TOPEKA, KS

More in Topeka, KS

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