Jeffrey R. Guella

TRINITY FINANCIAL SERVICES

Bloomfield Hills, MI 48302

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CRD#: 4894507

Professional summary

Jeffrey Richard Guella, CFP® is a registered financial advisor currently at TRINITY FINANCIAL SERVICES, INC. located in Bloomfield Hills, Michigan and MUTUAL SECURITIES, INC. located in Bloomfield Hills, Michigan.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Jeffrey has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Richard Guella's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

June 4, 2010 - Present

TRINITY FINANCIAL SERVICES, INC.

Office #1: 43252 Woodward Ave. Ste.205, Bloomfield Hills, MI 48302

RIA

CRD#: 151051

Bloomfield Hills, MI

Current

July 24, 2017 - Present

MUTUAL SECURITIES, INC.

Office #1: 43252 Woodward Avenue, Suite 205, Bloomfield Hills, MI 48302

CRD#: 13092

Bloomfield Hills, MI

Past

May 26, 2010 - July 21, 2017

LPL FINANCIAL LLC

RIA

CRD#: 6413

BLOOMFIELD HILLS, MI

Past

October 25, 2007 - July 21, 2017

LPL FINANCIAL LLC

CRD#: 6413

BLOOMFIELD HILLS, MI

Past

August 9, 2005 - October 26, 2007

WATERSTONE FINANCIAL GROUP, INC.

CRD#: 10078

CLARKSTON, MI

Past

January 1, 2005 - August 10, 2005

PKS SECURITIES, INC.

CRD#: 101600

ALBANY, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Colorado
(12/16/2025)

Florida
(11/18/2019)

IAR

Florida
(8/28/2025)

Georgia
(11/18/2019)

Illinois
(5/16/2018)

Indiana
(11/18/2019)

Massachusetts
(11/18/2019)

IAR

Michigan
(6/4/2010)

Michigan
(7/24/2017)

Nevada
(11/18/2019)

New York
(12/16/2025)

North Carolina
(8/25/2021)

Ohio
(11/19/2019)

Oregon
(3/29/2023)

South Carolina
(11/18/2019)

Tennessee
(11/18/2019)

IAR

Texas
(6/10/2025)

West Virginia
(1/2/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/27/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/29/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/22/2010

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

TRINITY FINANCIAL SERVICES, INC.

APPLIED BENEFIT STRATEGIES, INC. | TRINITY WEALTH MANAGEMENT, INC. | TRINITY FINANCIAL SERVICES, INC.

CRD#: 151051 / SEC#:

Florida

Registered Investment Advisory firm - (8/28/2025 Approved)

Michigan

Registered Investment Advisory firm - (12/14/2009 Approved)

Texas

Registered Investment Advisory firm - (6/10/2025 Approved)

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Contact information

Main Address

43252 Woodward Ave. Ste.205, Bloomfield Hills, MI 48302

Mailing Address

Phone number

(248) 454-1996

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	213
AUM (Assets Under Management)	$ 91,500,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jeffrey R. Guella

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Richard Guella's CRS (Customer Relationship Summary).

Certified licenses

Experience

MUTUAL SECURITIES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WATERSTONE FINANCIAL GROUP, INC.

PKS SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/27/2005

SIE

Date: 10/1/2018

Series 7

Date: 12/29/2004

Series 24

Date: 10/22/2010

FINRA

Current Firm

TRINITY FINANCIAL SERVICES, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRINITY FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

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