← Back to searchVisit website
GUIDE FINANCIAL PLANNING
GUIDE FINANCIAL PLANNING, LLC
CRD 170734
3600 LEXINGTON AVE N, STE 204, SHOREVIEW, MN, 55126, United States
Phone
651-461-2121
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$69.9M
Discretionary AUM
$69.9M
Team
6 total employees; 3 advisory reps; 39 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 106 | $35.0M |
| High net worth individuals | 26 | $34.9M |
All web addresses on file
Official SEC filing: View on IAPD