GUZEK ASSET MANAGEMENT
Firm details
- Headquarters
- BLOOMINGTON, Minnesota
- CRD number
- 139486
- Fee structure
- Hourly Charges, Other
- Services
- Financial Planning
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1LISA GUZEK MONTAGNE
Founder and PrincipalCRD 1420729
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
BGM WEALTH MANAGEMENT
RIABLOOMINGTON, MN
LEGACY FINANCIAL ADVISORS CORPORATION
RIABLOOMINGTON, MN
DEVENIR INVESTMENT ADVISORS, LLC
RIABLOOMINGTON, MN
BIRCHWOOD FINANCIAL PARTNERS, INC.
RIABLOOMINGTON, MN
WEBB FINANCIAL GROUP
RIABLOOMINGTON, MN
BARRINGTON CAPITAL MANAGEMENT, INC.
RIABLOOMINGTON, MN