Philip Guske (CRD# 1137474) is an Investment Advisor Representative working at Pathfinder Advisory, Inc. in Rockford, IL and has over 38 years of experience in the finance industry.
CRD# 2088227
Cetera Investment Advisers LLC
CRD# 5115121
Focus Financial Advisors
CRD# 6311988
Savant Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pathfinder Advisory, Inc. | Rockford, IL | Oct 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1985 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1996 |
- IL
- IN
- WI
-
Total Assets Under Management81MILLIONS
-
Total Number of Accounts275ACCOUNTS
-
Average Account Value$295,065
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
IL, IN, WI
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