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GUIDESTREAM FINANCIAL, INC.

SPRING ARBOR, MI · CRD 150890 · IAPD ↗ · guidestreamfinancial.com · (517) 750-2727

$263.5MRegulatory AUM
5Advisory reps
9Employees
43Clients
101-250Planning clients
0Private funds
26States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — GUIDESTREAM FINANCIAL, INC. notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
August 2026 — GUIDESTREAM FINANCIAL, INC. notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2026 — GUIDESTREAM FINANCIAL, INC. notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
December 2025 — GUIDESTREAM FINANCIAL, INC. notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2025 — GUIDESTREAM FINANCIAL, INC. notice-filed in IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
May 2024 — GUIDESTREAM FINANCIAL, INC. notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2024 — GUIDESTREAM FINANCIAL, INC. reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.