Joseph C. Guenther
CROWN POINT WEALTH ADVISORS
Hood River, OR 97031
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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.
1) Columbia Laundry Co, LLC DBA The Wash N Shop. 1256 W. 6th St, The Dalles, OR 97058. Laundromat located in The Dalles, OR. Owner. I restock the change hoppers with quarters typically two times per week. I check on and do general upkeep on premises and machines. 10 hrs/mo; 0 during trading hrs. Not investment related. 2) Go Property, LLC. 1815/1817/1819 E 10th St, The Dalles, OR 97058. Rental property located in The Dalles, OR. Owner. Perform general maintenance on a monthly basis. 4 hrs/mo; 0 during trading hrs. Not investment related. 3) Guenther Enterprises, LLC. 220 SW Brush Ln, Madras, OR. Storage unit facility located in Madras, OR. I perform regular maintenance at the units typically once per month on weekends. 8 hrs/mo; 0 during trading hrs. Not investment related. 4) Guenther Family Fars. 3925 Portland Dr, Hood River, OR 97031. Takes in lease and rental payments for our family pear orchard and housing located on 3915 Portland Dr, Hood River, OR. Owner. No required duties other than attending to animals and regular property maintenance. 10 hrs/mo; 0 during trading hrs. Not investment related. 5) Hood River Adult Softball. 1767 12th St, #172, Hood River, OR 97031. Adult softball league in Hood River. Treasurer position. I keep the accounts and records for the league and report to the board which currently consists of 9 members. 2 hrs/mo; 0 during trading hrs. Not investment related. 6) JAMS Hood River, LLC. 305 Cascade Ave, Hood River, OR 97031. Land holding company that currently owns two commercial buildings and a lot. I am an owner and I am actively working to develop the empty lot and remodel one of the buildings. 10 hrs/mo; 0 during trading hrs. 7) Knox, Biard & Davis, Inc. PO Box 945, Gold Beach, OR 97491. Long time family-owned land holding company. I currently hold no active roles in the company. 0 hrs/mo. Not investment related. 8) R M Knox & Sons. PO Box 945, Gold Beach, OR 97491. Family business for property holdings. Shareholder-no active role. 0 hrs/mo. Not investment related. 9) CPWA, llc DBA Crown Point Wealth Advisors. 1313 Belmont Ave, Hood River, OR 97031. RIA. 160 hrs/mo; 100 during trading hrs.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Charles Knox Guenther'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: 2021
Experience
Current
October 14, 2022 - Present
CROWN POINT WEALTH ADVISORS
Office #1: 1313 Belmont Ave., Hood River, OR 97031RIA
CRD#: 322424
Hood River, OR
Current
March 19, 2025 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 1313 Belmont Ave, Hood River, OR 97031RIA
BD
CRD#: 120222
Hood River, OR
Past
January 6, 2023 - December 31, 2024
PURSHE KAPLAN STERLING INVESTMENTS
BD
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
BD
CRD#: 250
HOOD RIVER, OR
Past
December 10, 2007 - November 26, 2008
MML INVESTORS SERVICES, LLC
BD
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".
CP
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)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
Arizona(3/19/2025)
IAR
Arizona(4/30/2025)
IAR
California(4/14/2025)
RR
Idaho(5/2/2025)
IAR
Oregon(10/14/2022)
RR
Oregon(3/21/2025)
RR
Texas(5/2/2025)
RR
Washington(3/19/2025)
IAR
Washington(4/14/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CP
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
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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
3
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,049 |
| AUM (Assets Under Management) | $ 141,463,083 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
