William Seth stefan Alsup
Investment adviser representative at Guidance Capital, Inc.
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$449.8MFirm 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
- Pension consulting
Experience
15 years in the industry.
- Dmlo Wealth Planning, LLCJan 2026 to now
- Private Client Services, LLCApr 2024 to now
- Guidance Capital, Inc.Oct 2022 to now
- Money Concepts Advisory ServiceMay 2022 to Oct 2022
- Rafferty'sJan 2022 to Mar 2022
- Clayton and CrumeDec 2021 to Dec 2021
- ArgiMay 2021 to Jul 2021
- Applied CapitalJan 2021 to Apr 2021
- WalmartOct 2018 to Sep 2021
- Western Kentucky UniversitySep 2018 to May 2022
- StudentSep 2011 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (KY).
Guidance Capital, Inc.
$449.8MAssets managed
759Clients
8Advisers
3 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
- 7560580
- Firm CRD
- 323541