Candice Genrich has been an investment adviser representative at Breakthru Advisory Services since July 2026, and is not listed among the firm’s executive officers or direct owners.
Breakthru Advisory Services, LLC is a Muskego, WI firm with $126M under management, 21 clients and 2 advisers in one office, as of its July 2026 filing.
- – present · under a yearMuskego, WI · Adviser representative · Firm CRD 332173
Investment adviser representative registrations
Candice Genrich is registered as an investment adviser representative in Wisconsin, since July 2026.
- WisconsinSince 16 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 July 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Candice Lynn Genrich
- CRD
- 8231960
- Firm
- Breakthru Advisory Services · CRD 332173
- Office
- W160S6550 COMMERCE DR., SUITE 210, Muskego, WI 53150-7961
- Registration
- Investment adviser registration
- In the industry since
- July 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Candice Genrich work?
Candice Genrich is an investment adviser representative registered through Breakthru Advisory Services, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Candice Genrich a financial advisor?
Yes. Candice Genrich has a current investment-adviser registration in Wisconsin, through Breakthru Advisory Services since July 2026.
How many years of experience does Candice Genrich have?
Candice Genrich has 0 years in the financial industry, since July 2026, across 1 adviser firm.
What exams has Candice Genrich passed?
Candice Genrich passed the Series 65 in July 2026.
Where is Candice Genrich based?
Candice Genrich’s registered office is in Muskego, WI.
Is Candice Genrich registered with FINRA?
No. Candice Genrich has no current broker registration.
How can I verify Candice Genrich’s record?
Search CRD 8231960 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Candice Genrich’s full registration record.