William Casen Guge is an investment adviser representative (IAR) with state registration records since 2017, appearing at 6 firms. Currently registered with THE RETIREMENT PLANNING GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| THE RETIREMENT PLANNING GROUP, LLC | 2025-09-22 | present | Yes |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2023-09-06 | 2025-08-27 | — |
| CHARLES SCHWAB & CO., INC. | 2022-04-25 | 2023-09-05 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-03-31 | 2022-03-28 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2017-03-01 | 2020-02-29 | — |
| TD AMERITRADE, INC. | 2017-03-01 | 2020-02-29 | — |