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.
1. TRINITY FINANCIAL SERVICES, INC., CORPORATION, START DATE: 09/16/09, 43252 WOODWARD AVE. Ste. 205, BLOOMFIELD, MI 48302, RIA, INVESTMENT ADVISOR/PRESIDENT, INVESTMENT RELATED, 144 HOURS PER MONTH, 7 HOURS PER DAY DURING TRADING HOURS. 2. NC CONDO, LLC., START DATE: 08/20/13, 905 RIDGEVIEW CIRCLE, LAKE ORION, MI 48362, RENTAL PROPERTY, MEMBER/MANAGE RENTAL PROPERTIES, NOT INVESTMENT RELATED, 2 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 3. APPLIED BENEFIT STRATEGIES, INC., CORPORATION, START DATE: 10/01/04, 43252 WOODWARD AVENUE, Ste. 205, BLOOMFIELD HILLS, MI 48302, INSURANCE AGENCY/AGENT, FIXED INSURANCE SALES, NOT INVESTMENT RELATED, 5 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 4. SAINT VINCENT de PAUL CHARITY, NON-PROFIT, START DATE: 02/19/18, 715 NORTH LAPEER ROAD, LAKE ORION, MI 48362, 501(c)(3)CHARITY, VOLUNTEER, NOT INVESTMENT RELATED, 2 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 5. INDEPENDENT INSURANCE AGENT, SOLE PROPRIETOR, START DATE: 09/17/18, 43252 WOODWARD AVENUE, SUITE 110, BLOOMFIELD HILLS, MI 48302, INSURANCE AGENCY/AGENT, SALE OF LIFE, DISABILITY, LTC INSURANCE, NOT INVESTMENT RELATED, 1 HOUR PER MONTH, <1 HOUR PER DAY DURING TRADING HOURS. 6. WAKE MINISTER ST. JOSEPH CATHOLIC CHURCH, START DATE: 12/24/2018, 715 N. LAPEER ROAD, LAKE ORION, MI 48362, CHURCH, NON-PROFIT ORGANIZATION (501 (c)(3)), WAKE MINISTER, TO PRESIDE OVER THE FUNERAL OF A DECEASED PERSON, NOT INVESTMENT RELATED, 1 HOUR PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 7. ST. PAUL STREET EVANGELIZATION TEAM, START DATE: 03/01/2019, 43252 WOODWARD AVE, Ste. 205, BLOOMFIELD HILLS, MI 48302, CHRUCH GROUP (NON-PROFIT) (501 (c)(3)), TEAM LEADER, ORGANIZE CHURCH TEAM TO EVANGELIZE FAITH, STAND ON STREET CORNERS HANDING OUT ROSARIES AND TALKING ABOUT BELIEF IN JESUS CHRIST, NOT INVESTMENT RELATED, 4 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 8. HAPPY TRAILS CO LLC, START DATE: 01/21/2021, 905 Ridgeview Circle, Lake Orion, MI 48362, LLC, Passive Real Estate, Organizer, This LLC has purchased vacant land at 220 Boulder Ridge Rd., Steamboat Springs, CO 80487, The intent is to build a house, to possibly live there part-time, and to rent the house part-time for passive incoming starting as early as 4Q 2024, Not Investment Related, 1 Hour per month, 0 Hours per day during trading hours. 9. Young Catholic Professionals - Mentor, Start Date: 11/08/2021, 905 Ridgeview Circle, Lake Orion, MI 48362, Counseling a young person for career advice and direction, Mentor, Post my background and resume on the YCP platform, They will identify a young man or woman with similar interests and I will talk with them occasionally to provide career and life guidance, Not Investment Related, 2 Hours per month, 0 Hours per day during trading hours.
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®
Start date: 2007
Experience
Current
June 4, 2010 - Present
TRINITY FINANCIAL SERVICES, INC.
Office #1: 43252 Woodward Ave. Ste.205, Bloomfield Hills, MI 48302RIA
CRD#: 151051
Bloomfield Hills, MI
Current
July 24, 2017 - Present
MUTUAL SECURITIES, INC.
Office #1: 43252 Woodward Avenue, Suite 205, Bloomfield Hills, MI 48302BD
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
BD
CRD#: 6413
BLOOMFIELD HILLS, MI
Past
August 9, 2005 - October 26, 2007
WATERSTONE FINANCIAL GROUP, INC.
BD
CRD#: 10078
CLARKSTON, MI
Past
January 1, 2005 - August 10, 2005
BROADSTONE SECURITIES
BD
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.RR
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
RR
Florida(11/18/2019)
IAR
Florida(8/28/2025)
RR
Georgia(11/18/2019)
RR
Illinois(5/16/2018)
RR
Indiana(11/18/2019)
RR
Massachusetts(11/18/2019)
IAR
Michigan(6/4/2010)
RR
Michigan(7/24/2017)
RR
Nevada(11/18/2019)
RR
North Carolina(8/25/2021)
RR
Ohio(11/19/2019)
RR
Oregon(3/29/2023)
RR
South Carolina(11/18/2019)
RR
Tennessee(11/18/2019)
IAR
Texas(6/10/2025)
RR
West Virginia(1/2/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TF
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)Upgrade to AdvisorCheck Premium
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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
2
Regulatory assets under management
| Total Number of Accounts | 217 |
| AUM (Assets Under Management) | $ 79,190,000 |
Red Flags
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