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Kevin Guille

Advisor at Raymond James Financial

Updated today

Location

Cheyenne, WY 82001

Credentials

Series 63, Series 66

Industry experience

28 years

About

Kevin Guille is a financial advisor with Raymond James Financial in Cheyenne, WY, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Raymond James since 1999 and was associated with Rockwood Financial, LLC from 2011 to 2023. He also operates Kevin Guille Strategic Wealth Management, an LLC used to manage his financial branch operations. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice supported by asset-allocation analysis and extensive firm research.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

4012 Laramie Street

Cheyenne, WY 82001

Most active in

Texas · Wyoming

Work history

Guille Strategic Wealth Management

2023 - Present (3 years)

Rockwood Financial, LLC

2011 - 2023 (12 years)

Raymond James Financial

2002 - Present (24 years)

Raymond james Financial Services, Inc.

1999 - Present (27 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jonas C

Series 66

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Equity Recipients (RS/RSU, SOP, ESPP) Private / alternative investments Real estate investing Annuities Options & derivatives strategies
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CFP®, Series 63, Series 65

Cheyenne, WY

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Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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Rosalyn B

Series 63, Series 65

Cheyenne, WY

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Concentrated stock management Charitable giving & philanthropy
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Cheyenne, WY

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Concentrated stock management Charitable giving & philanthropy
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Series 66

Cheyenne, WY

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Annuities
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Jillianne W

Series 63, Series 66

Cheyenne, WY

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ESG / Sustainable investing
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