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Philip Warren Guske

PATHFINDER WEALTH MANAGEMENT, INC.·ROCKFORD, Illinois
Unclaimed Profile
6981 REDANSA DR, ROCKFORD, IL 61108CRD# 1137474Firm CRD# 122768
01

About

Philip Warren Guske is a registered financial advisor based in ROCKFORD, Illinois, affiliated with PATHFINDER WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PATHFINDER WEALTH MANAGEMENT, INC.
PATHFINDER ADVISORY, INC.
AUM
$14M
Regulatory assets under management
Employees
1
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1137474
Firm CRD# 122768
2 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Philip Warren Guske offer?
Philip Warren Guske specializes in Financial Planning, Investment Management. Contact their office in ROCKFORD, Illinois for a consultation.
What are Philip Warren Guske's credentials?
Philip Warren Guske is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip Warren Guske located?
Philip Warren Guske is based in ROCKFORD, Illinois, working with PATHFINDER WEALTH MANAGEMENT, INC.. Their office serves clients in the ROCKFORD metropolitan area and surrounding communities.
How does Philip Warren Guske charge for services?
Philip Warren Guske's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PATHFINDER WEALTH MANAGEMENT, INC.?
PATHFINDER WEALTH MANAGEMENT, INC. has approximately 1 employees and manages $14M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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