CG
Christian J. Guella
TRINITY FINANCIAL SERVICES
Dallas, TX
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CRD#: 6347092
CG
Professional summary
Christian Jeffrey Guella, CFP®, who also goes by Christian Guella, is a registered financial advisor currently at TRINITY FINANCIAL SERVICES, INC. located in Dallas, Texas and MUTUAL SECURITIES, INC. located in Bloomfield Hills, Michigan.
Christian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Christian has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christian Guella
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., Start Date: 06/17/2019, 43252 Woodward Ave, Ste. 205, Bloomfield Hills, MI 48302, Corporation, RIA, Vice-President, Financial planning, wealth management and client service, Investment Related, 120 hours per month, 6 hours per day during trading hours. (2.) Independent Insurance Agent, Start Date: 06/17/2019, 43252 Woodward Ave, Ste. 205, Bloomfield Hills, MI 48302, Sole Proprietorship, Insurance, Agent, Selling Insurance Products (ex: life, disability, LTC) as an Independent Insurance Agent, Investment Related, 1 hour per month, less than 1 hour per day during trading hours. (3.) Applied Benefit Strategies, Inc., Start Date: 06/17/2019, 43252 Woodward Ave, Ste. 205, Bloomfield Hills, MI 48302, Corporation, Insurance, Vice-President, Selling Insurance Products (Life, disability, LTC) as an Independent Insurance Agent, Investment Related, 5 hours per month, less than 1 hour per day during trading hours. (4.) MUTUAL SECURITIES, INC; LICENSED ADMINISTRATIVE ASSISTANT & REGISTERED REPRESENTATIVE; INVESTMENT RELATED; CAMARILLO, CA; 06/2019; 32 HOURS A MONTH; 32 HOURS DURING SECURITIES TRADING (5.) OU Health Nursing Care Trauma Unity, Start Date: 04/28/2025, 700 NE 13th St., Oklahoma City, OK 73104, Non-Profit, Healthcare, ICU Nurse, Nursing Care in a Trauma ICU, Not Investment Related, 144 Hours per month, 0 Hours per day during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Christian Jeffrey 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®
Experience
Current
June 21, 2019 - Present
TRINITY FINANCIAL SERVICES, INC.
RIA
CRD#: 151051
Dallas, TX
Current
June 17, 2019 - Present
MUTUAL SECURITIES, INC.
Office #1: 43252 Woodward Avenue, Suite 205, Bloomfield Hills, MI 48302BD
CRD#: 13092
Bloomfield Hills, MI
Past
October 1, 2018 - June 4, 2019
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
Austin, TX
Past
August 9, 2018 - June 4, 2019
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
Austin, TX
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
IAR
Florida(8/28/2025)
RR
Michigan(6/17/2019)
IAR
Michigan(6/21/2019)
RR
Texas(3/10/2025)
IAR
Texas(6/11/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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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Check for any disclosures as part of your thorough research when choosing an advisor.
