Guidant Wealth Advisors

Guidant Wealth Advisors (CRD# 123383) is a financial advisory firm headquartered in Palatine, IL. They manage $200,635,309 in 589 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • Total Number of Accounts
    589
    ACCOUNTS
  • Average Account Value
    $340,637
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • 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.

AZ, CA, FL, IL, NY, TX, WI

Financial Advisors at Guidant Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Anthony N. Dimaso
CRD#: 2312201
35 West Slade Street, Palatine, IL 60067
96
Wealthminder
score

Anthony Dimaso (CRD# 2312201) is an Investment Advisor Representative working at Guidant Wealth Advisors in Palatine, IL and has over 14 years of experience in the finance industry. Anthony Dimaso 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
Frank T. Patzke
CRD#: 850554
35 West Slade Street, Palatine, IL 60067
96
Wealthminder
score

Frank Patzke (CRD# 850554) is an Investment Advisor Representative working at Guidant Wealth Advisors in Palatine, IL and has over 37 years of experience in the finance industry. Frank Patzke 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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