Philip Aaron Guske
Investment adviser representative at Pathfinder Advisory, Inc.
23 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$121.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
23 years in the industry.
- Pathfinder Advisory, Inc.Jun 2003 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 3 states (IL, TX, WI).
Pathfinder Advisory, Inc.
Legal name: Pathfinder Wealth Management, Inc.
$121.4MAssets managed
142Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4427682
- Firm CRD
- 122768