Guidestream Financial, Inc.

Guidestream Financial, Inc. (CRD# 150890) is a financial advisory firm headquartered in Spring Arbor, MI. They manage $86,955,440 in 1,034 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    87
    MILLION
  • Total Number of Accounts
    1,034
    ACCOUNTS
  • Average Account Value
    $84,096
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
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, ID, IL, IN, KS, KY, LA, MD, MI, NY, OH, PA, TX, WA, WV

Financial Advisors at Guidestream Financial, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Kirk A. Hoffman
CRD#: 1615712
8050 Spring Arbor Road, Spring Arbor, MI 49283
96
Wealthminder
score

Kirk Hoffman (CRD# 1615712) is an Investment Advisor Representative working at Guidestream Financial, Inc. in Spring Arbor, MI and has over 29 years of experience in the finance industry. Kirk Hoffman 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
William S. Blakemore
CRD#: 2684446
8050 Spring Arbor Road, Spring Arbor, MI 49283
93
Wealthminder
score

William Blakemore (CRD# 2684446) is an Investment Advisor Representative working at Guidestream Financial, Inc. in Spring Arbor, MI and has over 20 years of experience in the finance industry.

3
Christopher A. Debacker
CRD#: 2718997
8050 Spring Arbor Road, Spring Arbor, MI 49283
90
Wealthminder
score

Christopher Debacker (CRD# 2718997) is an Investment Advisor Representative working at Guidestream Financial, Inc. in Spring Arbor, MI and has over 20 years of experience in the finance industry.

4
Caitlin A. Koppelman
CRD#: 6178843
8050 Spring Arbor Road, Spring Arbor, MI 49283
88
Wealthminder
score

Caitlin Koppelman (CRD# 6178843) is an Investment Advisor Representative working at Guidestream Financial, Inc. in Spring Arbor, MI and has over 2 years of experience in the finance industry.

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