# Gentian Financial

Gentian Financial is a RIA based in Mequon, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Mequon, United States
- **Assets under management:** Undisclosed
- **Website:** https://gentianfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/33253262

## Regulatory record

- **CRD number:** 174216
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/174216

## About

Gentian Financial serves families and individuals as trusted wealth leaders focused on retirement planning and managing wealth. The firm helps clients redefine retirement as a period of growth, enjoyment and prosperity, not merely stepping away from life. Using tax planning, retirement income forecasting, distribution planning and estate planning, the team works to derive income from assets, manage wealth, minimize tax liability, and pass assets according to clients' wishes.

## People

- Zach DeBoer — Chartered Retirement Planning Counselor Financial Advisor
- Kenneth Flannery — CERTIFIED FINANCIAL PLANNER CFP
- Peter Nordenberg — COO, Gentian Financial; Branch Supervisor, RJFS

## Questions

### Does Gentian Financial make direct investments or commit to external funds?

There is no public evidence of Gentian Financial engaging in direct investments, fund commitments, or co-investments. No portfolio companies, fund vehicles, or deal announcements have been identified. The firm's investment activity, if any, is not observable.

### What sectors or asset classes does Gentian Financial focus on?

Gentian Financial has not disclosed any sector preferences, asset-class allocations, or investment stage targets. No tags such as private equity, real estate, venture capital, or hedge funds can be attributed. The firm's investment focus remains entirely unknown.

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Last updated: 2026-08-11T15:06:49.768Z

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