Guide Financial Planning
Guide Financial Planning (CRD# 170734) is a financial advisory firm headquartered in Shoreview, MN. They manage $41,027,626 in 353 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management41MILLION
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Total Number of Accounts353ACCOUNTS
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Average Account Value$116,226
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, MN, TX, VA, WI
Benjamin Wacek (CRD# 5245247) is an Investment Advisor Representative working at Guide Financial Planning in Minneapolis, MN and has over 16 years of experience in the finance industry.
Amy Artiga (CRD# 7360807) is an Investment Advisor Representative working at Guide Financial Planning in Shoreview, MN and has over 3 years of experience in the finance industry.
Calvin Treichler (CRD# 7353504) is an Investment Advisor Representative working at Guide Financial Planning in Shoreview, MN and has 1 year of experience in the finance industry.