Pathfinder Advisory, Inc.

Pathfinder Advisory, Inc. (CRD# 122768) is a financial advisory firm headquartered in Rockford, IL. They manage $10,433,602 in 117 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    117
    ACCOUNTS
  • Average Account Value
    $89,176
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.

IL, IN, WI

Financial Advisors at Pathfinder Advisory, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Philip W. Guske
CRD#: 1137474
6981 Redansa Dr, Rockford, IL 61108
93
Wealthminder
score

Philip Guske (CRD# 1137474) is an Investment Advisor Representative working at Pathfinder Advisory, Inc. in Rockford, IL and has over 31 years of experience in the finance industry.

2
Philip A. Guske
CRD#: 4427682
6981 Redansa Dr, Rockford, IL 61108
93
Wealthminder
score

Philip Guske (CRD# 4427682) is an Investment Advisor Representative working at Pathfinder Advisory, Inc. in Rockford, IL and has over 7 years of experience in the finance industry.

3
Barbara A. Lane
CRD#: 3240667
6981 Redansa Dr, Rockford, IL 61108
48
Wealthminder
score

Barbara Lane (CRD# 3240667) is an Investment Advisor Representative working at Pathfinder Advisory, Inc. in Rockford, IL and has over 8 years of experience in the finance industry.

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