Calvin Edan Treichler

$69.9M regulatory AUM 39 advisory clients

Reported services (Item 5G)

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

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

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2026-01-02
CA	RA	APPROVED	2025-03-18
WI	RA	APPROVED	2025-03-18
MN	RA	APPROVED	2021-03-26

Branch Locations

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

Organization	City	State	From	To
Guide Financial Planning, Llc	Arden Hills	MN	03/2021	Present
Guide Financial Planning, Llc	Minneapolis	MN	05/2017	08/2017
University Of Minnesota - Twin Cities, Carlson School Of Mgmt	St Paul	MN	03/2011	06/2018
Fure Financial Corporation	Bloomington	MN	06/2018	02/2021

03/2021 → Present

Guide Financial Planning, Llc

Arden Hills, MN
05/2017 → 08/2017

Guide Financial Planning, Llc

Minneapolis, MN
03/2011 → 06/2018

University Of Minnesota - Twin Cities, Carlson School Of Mgmt

St Paul, MN
06/2018 → 02/2021

Fure Financial Corporation

Bloomington, MN

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