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Benjamin Lee Wacek

Guide Financial Planning

Minneapolis, MN

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Current Employers
Guide Financial Planning

3600 Lexington Ave N Ste 204, Shoreview, MN 55126 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-09
FL RA APPROVED 2025-07-09
MN RA APPROVED 2025-07-09
WI RA APPROVED 2025-07-09
WA RA APPROVED 2025-07-08
TX RA APPROVED 2022-10-10
VA RA APPROVED 2016-08-22
  • CA RA
    APPROVED
    Since 2025-07-09
  • FL RA
    APPROVED
    Since 2025-07-09
  • MN RA
    APPROVED
    Since 2025-07-09
  • WI RA
    APPROVED
    Since 2025-07-09
  • WA RA
    APPROVED
    Since 2025-07-08
  • TX RA
    APPROVED
    Since 2022-10-10
  • VA RA
    APPROVED
    Since 2016-08-22

Branch Locations

Minneapolis, MN • 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
Guide Financial Planning, Llc St. Paul MN 05/2014 Present
  • 05/2014 → Present
    Guide Financial Planning, Llc
    St. Paul, MN
Previous Registrations
  • 2013-12-09 → 2014-08-07
    Counsel Wealth Management, Inc.
    Arden Hills, MN
  • 2009-01-02 → 2011-06-20
    Raymond James Financial Services Advisors, Inc
    Minneapolis, MN
  • 2007-06-13 → 2009-01-02
    Raymond James Financial Services, Inc.
    Edina, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-01
  • S66 Uniform Combined State Law Examination
    2007-06-01
Designations

View on SEC IAPD

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