Gary Frank Guentzel
Advisor at Iwealth — Waseca, MN
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.
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.
Credentials
Series 63
Experience Industry experience
38 years
Location
Waseca, MN 56093
Iwealth
Team
Total advisors
6Clients per advisor
119 Very HighAvg AUM per client
$426,892 Very LowHNW client ratio
9% Very LowGary 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.
Waseca, MN
213 15th Avenue NE
Waseca MN 56093
Advisors at this office
6
Minnesota
38 years of industry experience
iWealth Financial, LLC
2025 - Present • 1 year
Waseca, MN
LPL Financial
2023 - Present • 3 years
Mankato, MN
Triad Advisors, Inc.
2013 - 2023 • 10 years
Norcross, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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