Guidance Investment Advisors, LLC

Guidance Investment Advisors, LLC (CRD# 154644) is a financial advisory firm headquartered in Elkhart, IN. They manage $123,161,080 in 320 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
    123
    MILLION
  • Total Number of Accounts
    320
    ACCOUNTS
  • Average Account Value
    $384,878
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
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 - 5 of 5 top financial advisors.
1
Michael Griggs, financial advisor Elkhart IN
Michael A. Griggs
CRD#: 4623241
3140 Windsor Court, Elkhart, IN 46514
93
Wealthminder
score

Michael Griggs (CRD# 4623241) is an Investment Advisor Representative working at Guidance Investment Advisors, LLC in Elkhart, IN and has over 15 years of experience in the finance industry.

2
John McSorley, financial advisor Elkhart IN
John F. McSorley
CRD#: 4767527
3140 Windsor Court, Elkhart, IN 46514
93
Wealthminder
score

John McSorley (CRD# 4767527) is an Investment Advisor Representative working at Guidance Investment Advisors, LLC in Elkhart, IN and has over 14 years of experience in the finance industry.

3
Bryan Focht, financial advisor Elkhart IN
Bryan D. Focht
CRD#: 5475489
3140 Windsor Court, Elkhart, IN 46514
88
Wealthminder
score

Bryan Focht (CRD# 5475489) is an Investment Advisor Representative working at Guidance Investment Advisors, LLC in Elkhart, IN and has 1 year of experience in the finance industry.

4
David Neeser, financial advisor Elkhart IN
David L. Neeser
CRD#: 6759811
3140 Windsor Court, Elkhart, IN 46514
87
Wealthminder
score

David Neeser (CRD# 6759811) is an Investment Advisor Representative working at Guidance Investment Advisors, LLC in Elkhart, IN and has 1 year of experience in the finance industry.

5
Maureen Teunissen, financial advisor Elkhart IN
Maureen A. Teunissen
CRD#: 6826842
3140 Windsor Court, Elkhart, IN 46514
87
Wealthminder
score

Maureen Teunissen (CRD# 6826842) is an Investment Advisor Representative working at Guidance Investment Advisors, LLC in Elkhart, IN and has 1 year 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.

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