Philip Guske has been President, Director, Chief Executive Officer, Chief Compliance Officer of Pathfinder Wealth Management since January 2015, is a control person of the firm and directly owns under 5% of it.
Pathfinder Wealth Management, Inc. is a Rockford, IL firm with $121M under management, 142 clients and 3 advisers in one office, as of its March 2026 filing.
Philip A. Guske is President and CEO of Pathfinder Wealth Management, Inc., based in Rockford, IL. He is a Financial Educator, Author, Speaker and Retirement Income Specialist. Guske is a contributing author to Retire Abundantly and the creator of the Wealth with Peace Path®.
- Pathfinder Advisory, Inc.Current– present · 17 yearsRockford, IL · Adviser representative · Firm CRD 122768
Professional designations
Listed by Pathfinder Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Philip Guske is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from April 2009; the most recent is Texas, in December 2024.
- IllinoisSince 17 April 2009
- TexasResidentSince 18 December 2024
- WisconsinSince 13 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 May 2009 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 August 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Philip Aaron Guske
- CRD
- 4427682
- Firm
- Pathfinder Wealth Management · CRD 122768
- Role
- President, Director, Chief Executive Officer, Chief Compliance Officer
- Office
- 6981 REDANSA DR, Rockford, IL 61108
- Registration
- Investment adviser registration
- In the industry since
- April 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pathfinderadvisory.com
Where does Philip Guske work?
Philip Guske has been President, Director, Chief Executive Officer, Chief Compliance Officer of Pathfinder Wealth Management, Inc. since January 2015, and is a control person of the firm.
Is Philip Guske a financial advisor?
Yes. Philip Guske has a current investment-adviser registration in Illinois, Texas and Wisconsin, through Pathfinder Wealth Management since April 2009.
How many years of experience does Philip Guske have?
Philip Guske has 17 years in the financial industry, since April 2009, across 1 adviser firm.
What exams has Philip Guske passed?
Philip Guske has passed 2 licensing exams: the Series 6 and Series 65. The earliest, the Series 6, was passed in August 2001.
Where is Philip Guske based?
Philip Guske’s registered office is in Rockford, IL.
Is Philip Guske registered with FINRA?
No. Philip Guske has no current broker registration.
Is Philip Guske a CFP?
Pathfinder Wealth Management lists Philip Guske with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Philip Guske’s record?
Search CRD 4427682 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Philip Guske’s full registration record.