Guidance Investment Advisors, LLC

Guidance Investment Advisors, LLC (CRD# 154644) is a financial advisory firm headquartered in Elkhart, IN. They manage $257,071,478 in 421 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
3140 Windsor Court, Elkhart, IN 46514
http://www.guidancewealth.com
By the Numbers
  • Total Assets Under Management
    257
    MILLION
  • Total Number of Accounts
    421
    ACCOUNTS
  • Average Account Value
    $610,621
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
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.

CA, IL, IN, MI

Financial Advisors at Guidance Investment Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Bryan Focht, financial advisor Elkhart IN
Bryan D. Focht
CRD#: 5475489
3140 Windsor Court, Elkhart, IN 46514

Bryan Focht (CRD# 5475489) is an Investment Advisor Representative working at Guidance Investment Advisors, LLC in Elkhart, IN and has over 5 years of experience in the finance industry.

2
Michael Griggs, financial advisor Elkhart IN
Michael A. Griggs
CRD#: 4623241
3140 Windsor Court, Elkhart, IN 46514

Michael Griggs (CRD# 4623241) is an Investment Advisor Representative working at Guidance Investment Advisors, LLC in Elkhart, IN and has over 19 years of experience in the finance industry.

3
John McSorley, financial advisor Elkhart IN
John F. McSorley
CRD#: 4767527
3140 Windsor Court, Elkhart, IN 46514

John McSorley (CRD# 4767527) is an Investment Advisor Representative working at Guidance Investment Advisors, LLC in Elkhart, IN and has over 18 years of experience in the finance industry.

4
Maureen Teunissen, financial advisor Elkhart IN
Maureen A. Teunissen
CRD#: 6826842
3140 Windsor Court, Elkhart, IN 46514

Maureen Teunissen (CRD# 6826842) is an Investment Advisor Representative working at Guidance Investment Advisors, LLC in Elkhart, IN and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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