How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Arlen

ADVISOR PERSONAL BIO

Arlen T. Olberding, MBA, CFP®, founded Guidepost Financial Planning after over fifteen years in the financial services industry. His strong desire to bring high quality, objective financial advice to people from all walks of life is complimented by his background in banking, mutual funds and wealth management.

ADVISOR PROFILE

Services Offered

Investment Planning

Tax Planning

Insurance Planning

Retirement Planning

Retirement Income Management

Comprehensive Financial Planning

My Areas of Expertise

High Net Worth Client Needs

Investment Advice with Ongoing Management

Medical Professionals

Middle Income Client Needs

Retirement Planning & Distribution Rules

Women's Financial Planning Issues

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

GET PROTECTED WITH ADVISORCHECK

At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.

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