Brett Guiley, financial advisor Richmond IN

Brett Guiley

CRD Number: 4145989
Current Firm: Vista Investment Partners

Brett Guiley (CRD# 4145989) is an Investment Advisor Representative working at Vista Investment Partners in Richmond, IN and has over 23 years of experience in the finance industry. Brett Guiley 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.

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Professional Designations
Company Name Location Dates Years
Vista Investment Partners Ii, LLC Richmond, IN Nov 2023 - Current < 1
Level Four Financial, LLC Dallas, TX Oct 2022 - Current 1
Vista Investment Partners LLC Oklahoma City, OK Jan 2018 - Nov 2023 5
Cantella & Company, Inc. Boston, MA Jan 2018 - Oct 2022 4
Raymond James & Associates, Inc. Richmond, IN Dec 2005 - Dec 2017 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2000
Contact Info for Brett D. Guiley
Phone Number: 765-962-5153
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    250
    MILLIONS
  • Total Number of Accounts
    1,271
    ACCOUNTS
  • Average Account Value
    $196,388
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CO, FL, IL, IN, NC, OH, TN, TX

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