Gary Guentzel
Advisor at Iwealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Iwealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Waseca, MN 56093
Credentials
Series 63
Industry experience
37 years
Gary Guentzel is a financial advisor with iWealth Financial, LLC, holding a Series 63 designation and over 37 years of industry experience. He previously worked at Triad Advisors, Inc. for ten years and LPL Financial for three years before joining iWealth. Outside of his advisory role, he is co-owner of D&D Enterprises LLC and is involved in farming activities through CR Farms. iWealth Financial, LLC provides investment advisory and planning services to individuals, high-net-worth clients, trusts, employer retirement plans, and businesses. The firm employs a range of analytical and asset-allocation strategies, uses third-party managers, and offers comprehensive portfolio management tailored to client objectives.
Based on Iwealth
Flat fees up to $50,000 for financial planning and consulting services; retirement plan consulting fees may be flat fees.
up to 1.90% annually
Representatives may earn commissions for sales of securities or investment products as registered representatives of LPL Financial LLC.
Hourly fees up to $500/hour for financial planning and consulting services.
Fee-only: Hourly fees up to $500/hour and flat fees up to $50,000 for financial planning and consulting services; fees may be waived for investment management clients.
213 15 Th Avenue Ne
Waseca, MN 56093
Minnesota
iWealth Financial, LLC
2025 - Present (1 year)
LPL Financial
2023 - Present (3 years)
Triad Advisors, Inc.
2013 - 2023 (10 years)
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Real estate agent
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Other specialized services
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