Joseph C. Guenther

CROWN POINT WEALTH ADVISORS

Hood River, OR 97031

Some features on this profile are disabled

CRD#: 5385824

Professional summary

Joseph Charles Knox Guenther, CFP®, who also goes by Joseph Charles Guenther, Joseph Guenther, is a registered financial advisor currently at CROWN POINT WEALTH ADVISORS located in Hood River, Oregon and PRIVATE CLIENT SERVICES, LLC located in Hood River, Oregon.

Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Joseph has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joseph Charles Guenther | Joseph Guenther

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 Joseph Charles Knox Guenther's CRS (Customer Relationship Summary).

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: 2021

Experience

Current

October 14, 2022 - Present

CROWN POINT WEALTH ADVISORS

Office #1: 1313 Belmont Ave., Hood River, OR 97031

RIA

CRD#: 322424

Hood River, OR

Current

March 19, 2025 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 1313 Belmont Ave, Hood River, OR 97031

RIA

CRD#: 120222

Hood River, OR

Past

January 6, 2023 - December 31, 2024

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Hood River, OR

Past

November 26, 2008 - October 17, 2022

EDWARD JONES

RIA

CRD#: 250

HOOD RIVER, OR

Past

November 3, 2008 - October 17, 2022

EDWARD JONES

CRD#: 250

HOOD RIVER, OR

Past

December 10, 2007 - November 26, 2008

MML INVESTORS SERVICES, LLC

CRD#: 10409

PORTLAND, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CROWN POINT WEALTH ADVISORS

CPWA LLC | CROWN POINT WEALTH ADVISORS

CRD#: 322424 / SEC#: 801-129946

RIA

Registered Investment Advisory firm - (4/18/2024 Approved)

Oregon

Registered Investment Advisory firm - (5/10/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Arizona
(3/19/2025)

IAR

Arizona
(4/30/2025)

IAR

California
(4/14/2025)

Idaho
(5/2/2025)

IAR

Oregon
(10/14/2022)

Oregon
(3/21/2025)

Texas
(5/2/2025)

Washington
(3/19/2025)

IAR

Washington
(4/14/2025)

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: 11/8/2007

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: 9/25/2007

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CROWN POINT WEALTH ADVISORS

CPWA LLC | CROWN POINT WEALTH ADVISORS

CRD#: 322424 / SEC#: 801-129946

RIA

Registered Investment Advisory firm - (4/18/2024 Approved)

Oregon

Registered Investment Advisory firm - (5/10/2024 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1313 Belmont Ave., Hood River, OR 97031

Mailing Address

Phone number

(541) 386-2792

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

20250303 ADV 2A CPWA (3/13/2026)

Regulatory assets under management

Total Number of Accounts	1,274
AUM (Assets Under Management)	$ 185,534,007

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Similar Advisors

Isaiah Symeonides

WELLS FARGO CLEARING SERVICES, LLC

Richmond, VA

Daniel Braddock

ALMEGA WEALTH MANAGEMENT

IAR

Raliegh, NC

Jason Fang

TERRAFIRMA WEALTH PARTNERS

IAR

WALNUT CREEK, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Joseph C. Guenther

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Charles Knox Guenther's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

PURSHE KAPLAN STERLING INVESTMENTS

EDWARD JONES

EDWARD JONES

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

CROWN POINT WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 11/8/2007

SIE

Date: 10/1/2018

Series 7

Date: 9/25/2007

FINRA

Current Firm

CROWN POINT WEALTH ADVISORS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CROWN POINT WEALTH ADVISORS

TRUST BUT VERIFY

Similar Advisors