Candice Lynn Genrich
Investment adviser representative at Breakthru Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
$125.7MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Breakthru Advisory Services, LLCJul 2026 to now
- Breakthru Strategies, Inc.Dec 2024 to now
- Omni Home LendingMay 2023 to Dec 2024
- Guild MortgageFeb 2020 to May 2023
- Citizens BankAug 2016 to Feb 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (WI).
Breakthru Advisory Services, LLC
$125.7MAssets managed
21Clients
1Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8231960
- Firm CRD
- 332173