Connie Cross Guelich

Employer firm

Guelich Capital Management, LLC CRD 140505

$109M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars
• ESTATE PLANNING

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2006 → Present
  Guelich Capital Management, Llc
  Roanoke, VA
• 02/2003 → Present
  Oberlin Financial Corp
  Bryan, OH

Previous Registrations

• 2003-02-17 → 2006-06-30
  Nrp Financial, Inc.
  Bryan, OH
  Roanoke, VA
  Roanoke, VA
• 1999-03-26 → 2003-03-03
  Continental Capital Investment Services, Inc.
  Roanoke, VA

Other Businesses

FIXED INSURANCE AND FIXED ANNUITIES

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-06-15
• S63 Uniform Securities Agent State Law Examination
  1984-07-30

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Connie Jean Guelich