Steven M Guipe
Investment adviser representative at Maner Wealth
13 yearsExperience
1 stateRegistered in
$299.5MFirm assets
2 yearsFirm in business
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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
13 years in the industry.
- Maner Wealth, LLCJun 2021 to now
- Maner Wealth, LLCJan 2021 to May 2021
- Cg Financial ServicesJan 2020 to Nov 2020
- North Salem State BankMay 2019 to Aug 2019
- Hendrick's County Highway DepartmentMay 2018 to Aug 2018
- Spring Arbor UniversitySep 2017 to May 2021
- Unemployed/summer BreakJun 2017 to Aug 2017
- Danville Community High SchoolSep 2013 to Jun 2017
- West Central Suburban Soccer FederationSep 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (MI).
Maner Wealth
Legal name: Maner Wealth, LLC
$299.5MAssets managed
492Clients
4Advisers
2 yearsIn 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
- 7222119
- Firm CRD
- 308146