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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-26-1998
- Office Locations
- 1
Office Locations
About Pathfinder Advisory, Inc.
Pathfinder Advisory, Inc. is a Rockford, IL RIA providing holistic financial planning and discretionary portfolio management, aligning goals-based plans with evidence-based market research. The team supports retirees and other individuals with asset allocation using mutual funds, ETFs and fixed income, alongside tax, estate and insurance planning. Primarily custodies at Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
PHILIP AARON GUSKE
Certified Financial Planner , Chief Compliance Officer, Chief Executive Officer, DIRECTOR, President
- CRD
- #4427682
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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PHILIP WARREN GUSKE
Certified Financial Planner
- CRD
- #1137474
BARBARA ANN LANE
Investment Advisor Representative
- CRD
- #3240667
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $115,712,012 | $857,126 |
| Non-Discretionary | $5,710,546 | $571,055 |
| Total | $121,422,558 | $837,397 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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