Joseph Guenther (CRD# 5385824) is an Investment Advisor Representative working at Crown Point Wealth Advisors in Hood River, OR and has over 16 years of experience in the finance industry. Joseph Guenther has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4542577
Cuso Financial Services
CRD# 2883618
Commonwealth Financial Network
CRD# 1823893
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Jan 2023 - Current | 1 |
| Crown Point Wealth Advisors | Hood River, OR | Oct 2022 - Current | 1 |
| Edward Jones | St Louis, MO | Nov 2008 - Oct 2022 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OR
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Total Assets Under Management111MILLIONS
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Total Number of Accounts876ACCOUNTS
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Average Account Value$126,740
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
OR
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