G
Guzek Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
425
65% high-net worth
Advisors
1
of 6 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
425
Very HighAverage account size
$0
About
Guzek Asset Management serves individuals, trusts, estates, charitable organizations and business entities by providing tailored personal financial planning and delivering a written financial plan that addresses goals such as cash flow, retirement income, tax and estate considerations. The firm’s advisory offering is limited to planning engagements rather than ongoing discretionary portfolio management.
Guzek draws on a variety of analytical approaches — including charting, fundamental and technical analysis and Modern Portfolio Theory — to inform its planning recommendations and revises written plans upon client request or on a periodic multi‑year basis. The firm does not take custody of client assets; clients implement recommendations through third‑party custodians and brokerage channels.
The firm is affiliated with LPL Financial and several team members hold insurance producer licenses, and the principal also operates as an investment adviser representative and registered representative, which allows clients to implement recommendations through LPL and can result in commission or advisory compensation. Unlike most supported peers, Guzek generally does not charge percentage‑of‑assets fees and does not offer portfolio management for individual accounts; its staff includes multiple CFP practitioners and a CPA who contribute to financial planning and tax-related work.
Client services
Financial planning
Expertise
Retirement income strategy
Income planning
General tax planning
General estate planning guidance
Cash flow / budgeting
Fee options
Fixed fees for financial planning ranging from $150 to $10,000 depending on complexity.
Commissions may be earned from securities transactions through LPL Financial as a Registered Representative.
$150 to $250 per hour.
Fee-only: Hourly fees ranging from $150 to $250 per hour; flat fees for financial planning ranging from $150 to $10,000.
Main office location
Guzek Asset Management
1650 West 82 Nd St., Ste. 650
Bloomington MN 55431, United States
Number of offices
1
Most active in
Guzek Asset Management has reported serving >5 clients in these states in the last 12 months.
Minnesota
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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