GUIDE FINANCIAL PLANNING

GUIDE FINANCIAL PLANNING of SHOREVIEW, MN is an SEC-registered investment adviser (CRD 170734). Regulatory assets under management: $69.9M.

Registration

• CRD: 170734
• Type: Registered investment adviser
• Location: 3600 LEXINGTON AVE N, SHOREVIEW, MN, 55126
• Phone: 651-461-2121
• Latest filing: 2026-02-17
• Regulatory AUM: $69.9M
• Discretionary AUM: $69.9M
• Clients: 6
• Accounts: 489

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170734 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search