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 is an independent registered investment adviser organized as a corporation and owned by an individual. The firm advises both individual & family clients and institutional clients and offers financial planning services as a core advisory activity. Its fee model includes hourly charges and other non-disclosed fee arrangements rather than a standard AUM-based wrap. The firm also conducts business as a registered representative of a broker-dealer and maintains an affiliation with an insurance company, which signals integration of brokerage and insurance-distribution capabilities alongside its advisory services. Guzek is not designated as an active ESG investor, is not a multi-state adviser in the data provided, and is not listed as a capital allocator.
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 1
Lisa 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
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