Guerin Financial Services,ltd.

Guerin Financial Services,ltd. (CRD# 107544) is a financial advisory firm headquartered in Denver, CO. They manage $263,636,200 in 1,380 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    264
    MILLION
  • Total Number of Accounts
    1,380
    ACCOUNTS
  • Average Account Value
    $191,041
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, LA, MO, NC, OR, TX, WA

Financial Advisors at Guerin Financial Services,ltd.
Showing 1 - 3 of 3 top financial advisors.
1
George R. Guerin
CRD#: 825841
2755 S. Locust St., Suite 206, Denver, CO 80222
96
Wealthminder
score

George Guerin (CRD# 825841) is an Investment Advisor Representative working at Guerin Financial Services,ltd. in Denver, CO and has over 30 years of experience in the finance industry. George Guerin 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.

2
Diane Levene
CRD#: 1268929
2755 S. Locust St., Suite 206, Denver, CO 80222
93
Wealthminder
score

Diane Levene (CRD# 1268929) is an Investment Advisor Representative working at Guerin Financial Services,ltd. in Denver, CO and has over 27 years of experience in the finance industry.

3
Glenn A. Wager
CRD#: 2286731
2755 S. Locust St., Suite 206, Denver, CO 80222
68
Wealthminder
score

Glenn Wager (CRD# 2286731) is an Investment Advisor Representative working at Guerin Financial Services,ltd. in Denver, CO and has over 23 years of experience in the finance industry.

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