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Philip Aaron Guske

Pathfinder Advisory, Inc.

Rockford, IL

CRD 4427682

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Employer firm

Pathfinder Advisory, Inc. CRD 122768

$121M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Pathfinder Advisory, Inc.

6981 Redansa Dr, Rockford, IL 61108 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-12-16
WI RA APPROVED 2024-12-13
IL RA APPROVED 2009-04-17
  • TX RA
    APPROVED_RES
    Since 2024-12-16
  • WI RA
    APPROVED
    Since 2024-12-13
  • IL RA
    APPROVED
    Since 2009-04-17

Branch Locations

6981 Redansa Dr, Rockford, IL 61108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pathfinder Advisory, Inc Rockford IL 06/2003 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-05-01
  • S65 Uniform Investment Adviser Law Examination
    2009-05-01
Designations
  • Certified Financial Planner
Other Names
  • Philip Aaron Guske

View on SEC IAPD

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Nearby Offices

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL

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