Connie Guelich, financial advisor Roanoke VA

Connie Guelich

CRD Number: 1106380
Current Firm: Guelich Capital Management, LLC

Connie Guelich (CRD# 1106380) is an Investment Advisor Representative working at Guelich Capital Management, LLC in Roanoke, VA and has over 35 years of experience in the finance industry. Connie Guelich 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
Guelich Capital Management, LLC Roanoke, VA Apr 2006 - Current 14
Oberlin Financial Corp Bryan, OH Feb 2003 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
S65 NASAA Investment Advisors Law Examination Jun 1998
Contact Info for Connie C. Guelich
Phone Number: 540-772-4545
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    51
    MILLIONS
  • Total Number of Accounts
    390
    ACCOUNTS
  • Average Account Value
    $130,213
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

VA

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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