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).

Current Firm Details
3600 Lexington Ave N, Ste 204, Shoreview, MN 55126
https://twitter.com/benwacek
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    353
    ACCOUNTS
  • Average Account Value
    $116,226
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

CA, FL, MN, TX, VA, WI

Financial Advisors at Guide Financial Planning
Showing 1 - 3 of 3 top financial advisors.
1
Benjamin Wacek, financial advisor Minneapolis MN
Benjamin L. Wacek
CRD#: 5245247
Minneapolis, MN

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.

2
Amy Artiga, financial advisor Shoreview MN
Amy C. Artiga
CRD#: 7360807
3600 Lexington Ave N, Ste 204, Shoreview, MN 55126

Amy Artiga (CRD# 7360807) is an Investment Advisor Representative working at Guide Financial Planning in Shoreview, MN and has over 2 years of experience in the finance industry.

3
Calvin Treichler, financial advisor Shoreview MN
Calvin E. Treichler
CRD#: 7353504
3600 Lexington Ave N, Ste 204, Shoreview, MN 55126

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.

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.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals