CT
Calvin E. Treichler
GUIDE FINANCIAL PLANNING
Shoreview, MN 55126
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CRD#: 7353504
CT
Professional summary
Calvin Edan Treichler, CFP® is a registered financial advisor currently at GUIDE FINANCIAL PLANNING located in Shoreview, Minnesota.
Calvin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Calvin has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Calvin Edan Treichler'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
March 26, 2021 - Present
GUIDE FINANCIAL PLANNING
Office #1: 3600 Lexington Ave N Ste 204, Shoreview, MN 55126RIA
CRD#: 170734
Shoreview, MN
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.Highlighted states indicate IAR registrations
IAR
California(3/18/2025)
IAR
Minnesota(3/26/2021)
IAR
Wisconsin(3/18/2025)
Exams
Current Firm
GUIDE FINANCIAL PLANNING
GUIDE FINANCIAL PLANNING | WACEK FINANCIAL PLANNING, LLC | GUIDE FINANCIAL PLANNING, LLC
CRD#: 170734 / SEC#:
California
Registered Investment Advisory firm - (9/21/2022 Approved)Florida
Registered Investment Advisory firm - (8/9/2022 Approved)Minnesota
Registered Investment Advisory firm - (6/3/2014 Approved)Texas
Registered Investment Advisory firm - (10/10/2022 Approved)Virginia
Registered Investment Advisory firm - (8/22/2016 Approved)Washington
Registered Investment Advisory firm - (7/8/2025 Approved)Wisconsin
Registered Investment Advisory firm - (3/30/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3600 Lexington Ave N Ste 204, Shoreview, MN 55126
Mailing Address
Phone number
(651) 461-2121
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 406 |
| AUM (Assets Under Management) | $ 48,977,926 |
Red Flags
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