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Klein S
Series 65
Louisville, KY
Guidance Capital, Inc.
Klein Stubbs is a financial advisor at Guidance Capital, Inc. with one year of industry experience. He holds a Series 65 designation and has previous experience working at Conviva Care Solutions, LLC and Humana, Inc. Stubbs is also the managing member and owner of an inactive CPA firm licensed in Kentucky. Guidance Capital provides investment advisory and related services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, using diversified portfolios and both fundamental and technical analysis.
Ethan R
Series 65
Louisville, KY
Guidance Capital, Inc.
Ethan Ransdell is a financial advisor at Guidance Capital, Inc. in Louisville, KY, holding a Series 65 designation. He has one year of experience at Guidance Capital and prior work experience across various industries including aviation support, equine association management, and retail. Guidance Capital provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management and financial planning with an investment approach that includes diversified portfolios using mutual funds, ETFs, stocks, and bonds, combined with both fundamental and technical analysis.
Gregory L
Series 66
Louisville, KY
Guidance Capital, Inc.
Gregory Ludwig is a financial advisor at Guidance Capital, Inc. in Louisville, KY, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Private Client Services, LLC, Money Concepts Advisory Service, and Shared Medical Services. He is also a licensed insurance professional in a non-advisory capacity. Guidance Capital provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and retirement plans, managing approximately $384 million in discretionary assets. The firm employs a long-term investment approach using fundamental and technical analysis, with portfolio construction that includes mutual funds, ETFs, individual securities, and allocations to other managers.
Wyatt C
CFP®, Series 66
Louisville, KY
Guidance Capital, Inc.
Wyatt Callison is a CFP® and holds a Series 66 license with eight years of industry experience. He is affiliated with Guidance Capital, Inc. and has previously worked at Money Concepts Advisory Service and Sherwin-Williams. He is also associated with DMLO Wealth Planning, LLC. Guidance Capital provides investment advisory and related services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, constructing customized long-term portfolios using diversified mutual funds, ETFs, stocks, and bonds with both fundamental and technical analysis.
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