GUZEK ASSET MANAGEMENT

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
6
Advisory reps
1

Firm details

Headquarters
BLOOMINGTON, Minnesota
CRD number
139486
Fee structure
Hourly Charges, Other
Services
Financial Planning

Firm profile

FINTRX

Overview

Guzek Asset Management operates as an independent registered investment advisor (RIA) and provides a range of financial planning services. The firm caters to both individual and family clients, as well as institutional clients. Its advisory activities focus primarily on financial planning, helping clients navigate their financial goals and strategies. Guzek Asset Management does not engage in capital allocation or operate as a pension consultant, and it does not actively pursue ESG investments. The firm maintains a straightforward fee structure that includes hourly charges and other fees.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • LISA GUZEK MONTAGNE

    Founder and PrincipalCRD 1420729

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BLOOMINGTON, MN

HENNEPIN

Location

BLOOMINGTON, MN

Headquartered in BLOOMINGTON, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
1650 W 82nd St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth