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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-03-2014
- Office Locations
- 3
Office Locations
About Guide Financial Planning
Guide Financial Planning is a Christian, fee-only fiduciary firm serving clients in Minneapolis–St. Paul and nationwide virtually. The team provides comprehensive planning—cash flow and debt, retirement, insurance, family/education planning, stewardship and charitable giving—paired with goal-based investment strategy and portfolio construction. Prospects can start with a free introductory call via PreciseFP.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BENJAMIN LEE WACEK
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #5245247
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Amy Christine Artiga
Financial Planner
- CRD
- #7360807
Calvin Edan Treichler
Financial Planner
- CRD
- #7353504
Showing 2 of 3 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,853,514 | -- |
| Non-Discretionary | $0 | -- |
| Total | $69,853,514 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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