# Gentian Financial, Inc.

> Gentian Financial, Inc. is a state-registered investment advisory firm in Mequon, WI, registered since 2015, with no regulatory assets under management reported in its Form ADV filing dated April 27, 2026.

- CRD: 174216
- Filed as: GENTIAN FINANCIAL, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mequon, WI
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/174216
- AdvisorCensus page: https://advisorcensus.com/firm/gentian-financial-inc-mequon-wi-174216

## Quick answers

**How is Gentian Financial, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Gentian Financial, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Gentian Financial, Inc. located?**
Gentian Financial, Inc.'s principal office is in Mequon, WI, according to its Form ADV.

**Is Gentian Financial, Inc. registered with the SEC or a state?**
Gentian Financial, Inc. is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 174216.

**Does Gentian Financial, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/174216

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2015 (11 years)
- Employees: 14 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gentianfinancial.com
- Facebook @GENTIANFINANCIAL
- LinkedIn @33253262
- YouTube @UC1elaP_5CDQhglHutkQOYJg

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gentian Financial, Inc. (CRD 174216): Form ADV filing data as of October 2026.