Carla Voss Genelly

Hourly fees in New Buffalo, MI

State registeredNo commissions reported

Call (312) 545-9405 Send a message Map ↗

Public-record details

Address: 16440 Timber Ln, New Buffalo, MI 49117
Phone: (312) 545-9405
Listed under: Hourly fees
CRD number: 132849
Registration: State registered: IL
Compensation (Form ADV 5.E): Hourly charges; Other (Disclosed Solicitation Agreement)
Commissions: None reported (Form ADV Item 5.E)
Clients reported (Form ADV 5.D): Fewer than 5
Employees: 0
Other business activities (Form ADV 6.A): Also active as: registered representative of a broker-dealer, other financial product salesperson
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-23

State registered (IL) investment adviser, CRD 132849, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 132849 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.