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John Ferrell Mcsorley

GUIDANCE INVESTMENT ADVISORS, LLC·ELKHART, Indiana
SIE, Series 7, Series 66Clean record22 years registeredGUIDANCE INVESTMENT ADVISORS, LLC
3140 WINDSOR COURT, ELKHART, IN 46514CRD# 4767527Firm CRD# 154644

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Ferrell Mcsorley · ELKHART, IN
Registration
CRD #4767527 · GUIDANCE INVESTMENT ADVISORS, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Nov 2025 – present
GUIDANCE INVESTMENT ADVISORS, LLC
Sep 2010 – Dec 2025
ELKHART, IN
COMPASS FINANCIAL ADVISORS LLC
Apr 2004 – Oct 2010
ELKHART, IN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · April 21, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GUIDANCE INVESTMENT ADVISORS, LLC
CRD 154644 · SEC 801-71735
AUM
$272M
Regulatory assets under management
Employees
5
414 client accounts
Services offered by GUIDANCE INVESTMENT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at GUIDANCE INVESTMENT ADVISORS, LLC →
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05

Frequently Asked Questions

What services does John Ferrell Mcsorley offer?
John Ferrell Mcsorley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ELKHART, Indiana for a consultation.
What are John Ferrell Mcsorley's credentials?
John Ferrell Mcsorley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Ferrell Mcsorley located?
John Ferrell Mcsorley is based in ELKHART, Indiana, working with GUIDANCE INVESTMENT ADVISORS, LLC. Their office serves clients in the ELKHART metropolitan area and surrounding communities.
How does John Ferrell Mcsorley charge for services?
John Ferrell Mcsorley'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 GUIDANCE INVESTMENT ADVISORS, LLC?
GUIDANCE INVESTMENT ADVISORS, LLC has approximately 5 employees and manages $272M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GUIDANCE INVESTMENT ADVISORS, LLC

Maureen Alice Teunissen
ELKHART, IN

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