Maggie Guenter (CRD# 7077159) is an Investment Advisor Representative working at Arbor Point Advisors in Clearwater, MN and has over 3 years of experience in the finance industry.
CRD# 1798616
Primerica Advisors
CRD# 2547796
Ameriprise Financial Services, LLC
CRD# 1185989
Valmark Advisers, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arbor Point Advisors | Clearwater, MN | Dec 2021 - Current | 2 |
| Securities America Advisors | Clearwater, MN | Jan 2021 - Current | 3 |
| Securities America, Inc. | Clearwater, MN | Nov 2019 - Current | 4 |
| Jolyn | Huntington Beach, CA | Jan 2017 - Current | 7 |
| Melalueca | Idaho Falls, ID | May 2015 - Current | 9 |
| Securities America, Inc. | Roseville, MN | Apr 2019 - Nov 2019 | < 1 |
| Midtown Bar & Grill | St. Cloud, MN | Apr 2019 - Jun 2019 | < 1 |
| St. Cloud State University | St. Cloud, MN | Aug 2014 - May 2019 | 4 |
| Cafe Jules | Annadale, MN | Dec 2015 - Aug 2018 | 2 |
| Clearwater Travel Plaza | Clearwater, MN | Jun 2013 - Aug 2016 | 3 |
| Monticello High School | Monticello, MN | Sep 2014 - May 2016 | 1 |
| Lake Cafe | Big Lake, MN | Nov 2014 - Jul 2015 | < 1 |
| Becker High School | Becker, MN | Sep 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
- MN
-
Total Assets Under Management6,930MILLIONS
-
Total Number of Accounts28,010ACCOUNTS
-
Average Account Value$247,396
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.