Guide Advisors, Inc.
SEC-registered
Insurance-Affiliated
CRD 281828
· SEC file 801-135026
· Bothell, WA
· www.linkedin.com
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ADV data as of Aug 24, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 5
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ronald Lee Geer | Registered representative | Nov 2015 (11y) | ||
| Kristine Beth Geer | Registered representative | CFP | Mar 2016 (10y) | |
| Jonathan Andrew Heras | Registered representative | Sep 2016 (10y) | ||
| Randall E Davey | Registered representative | Apr 2017 (9y) | ||
| Todd Michael Seger | Registered representative | Mar 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/06/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
- • Other fees
- • CO-ADVISOR FEES
Services
- • Financial planning services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 24, 2026.
View current Form ADV (SEC/IAPD) ↗