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GG

Genevieve M. Guys

PEARL PLANNING
DEXTER, MI 48130
Some features on this profile are disabled
CRD#: 7890228
GG

Professional summary

Genevieve Margaret Guys, who also goes by Genevieve Margaret Lilley, Genevieve Lilley, is a registered financial advisor currently at PEARL PLANNING located in Dexter, Michigan.

Genevieve is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Genevieve has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Genevieve Margaret Lilley | Genevieve Lilley

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 Genevieve Margaret Guys'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®
None

Experience

Current

January 6, 2026 - Present

PEARL PLANNING

Office #1: 8031 Main Street, Suite 201, Dexter, MI 48130
RIA
CRD#: 336568
DEXTER, MI
Past

November 11, 2024 - October 31, 2025

ADVISORY SERVICES NETWORK

RIA
CRD#: 146051
Farmington, MI
Past

August 8, 2024 - November 11, 2024

ASSET ALLOCATION STRATEGIES, LLC

RIA
CRD#: 152339
FARMINGTON, MI

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".
PP
PEARL PLANNING
PEARL PLANNING | PEARL PLANNING, LLC

CRD#: 336568 / SEC#: 801-132904

RIA
Registered Investment Advisory firm - (6/3/2025 Approved)

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
Michigan
(1/6/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/8/2024
Uniform Investment Adviser Law Examination

Current Firm

PP
PEARL PLANNING
PEARL PLANNING | PEARL PLANNING, LLC

CRD#: 336568 / SEC#: 801-132904

RIA
Registered Investment Advisory firm - (6/3/2025 Approved)
PREMIUM
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Contact information

Main Address
8031 Main Street, Suite 201, Dexter, MI 48130
Mailing Address
Phone number
(734) 274-6744
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (9/19/2025)

Regulatory assets under management

Total Number of Accounts949
AUM (Assets Under Management)$ 312,767,208

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.

Company Information

PEARL PLANNING

CRD#: 336568Dexter, MI 48130

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