GuideStream Financial, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$208,670,854
Clients
854
Advisors
5
of 9 employees
About
GuideStream Financial serves individual investors — including high‑net‑worth clients — and institutional/faith‑based entities such as endowments, charities, churches, and pension plans, offering discretionary and non‑discretionary investment advisory services as well as standalone financial planning and consulting. The firm also provides trustee and other custody‑related services for certain client trusts and supports charitable‑giving implementation through a separate donor‑advised vehicle administered by an affiliated charity.
The firm allocates assets to align with each client’s stated objectives and generally pursues a long‑term, buy‑and‑hold orientation using mutual funds, exchange‑traded funds and separately managed accounts while treating cash as an asset class and providing ongoing portfolio supervision. GuideStream may employ less‑liquid vehicles such as interval funds when suitable and typically recommends a primary custodian, with related operational practices (cash sweep mechanics and custodian‑level fees) disclosed to clients.
What distinguishes GuideStream from many peers is its ownership by a religious foundation and the resulting organizational overlap with a church extension fund and a related charitable gift fund; the firm discloses these relationships, refers interested clients to separate foundation contacts, and notes that the affiliated fund and gift vehicle are administered and audited separately. The firm also highlights uncommon operational features — including providing trustee services that can trigger surprise custody examinations and formal conflict‑mitigation steps such as directing insurance commission proceeds to a benevolent fund — which are explained in its disclosure materials.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning and consulting fees generally range from $800 to $7,500, negotiable
$0 - $250,000: 1.15% $250,001 - $500,000: 1.00% $500,001 - $750,000: 0.85% $750,001 - $1,000,000: 0.70% $1,000,001+: 0.55%
Normally $300 per hour for stand-alone financial planning and consulting services
Account minimum: $25,000 for retail clients; $2,000,000 for Institutional Clients Minimum fee: Annual minimum fee of $250 for retail clients
Main office
8050 Spring Arbor Road
Spring Arbor MI 49283
Advisors at this office
5
Most active in
Alabama · Arizona · California · Colorado · Florida · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Massachusetts · Michigan · Nebraska · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin
Also doing business as
Guidestream Financial, Inc. · King Advisory Services, Inc. · King Advisory Services, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Levi C
ChFC®
Spring Arbor, MI
GuideStream Financial, Inc.
Levi Conner is a ChFC® credentialed advisor with GuideStream Financial, Inc. in Spring Arbor, MI. He has been with GuideStream since 2024 and previously worked at Charles Schwab. Outside of his advisory role, Conner serves as an assistant coach for the Spring Arbor University track and field team, specializing in short sprints and javelin. GuideStream Financial provides investment advisory and financial planning services to individual investors, including high-net-worth clients, as well as institutional and faith-based entities. The firm focuses on long-term, buy-and-hold strategies using mutual funds, ETFs, and separately managed accounts, and is notable for its ownership by a religious foundation and its related trustee and charitable-giving services.
Ridge F
CFP®, Series 65
Spring Arbor, MI
GuideStream Financial, Inc.
Ridge Foco is a CFP® and Series 65-licensed advisor at GuideStream Financial, Inc. with three years of industry experience. Prior to joining GuideStream in 2022, he worked at Securian Financial Advisors of the Great Lakes and held roles at Spring Arbor University and the Christian Family Centre. GuideStream Financial is a team-based registered investment adviser serving individual clients and faith-based institutional entities, offering portfolio management, financial planning, and trustee services. The firm employs long-term purchase strategies primarily using mutual funds and ETFs and manages approximately $217 million across more than 800 client relationships.
Jennifer D
Series 65
Spring Arbor, MI
GuideStream Financial, Inc.
Jennifer De Biasi is a Series 65-licensed financial advisor with GuideStream Financial, Inc. in Spring Arbor, MI, where she has worked since 2021. She has three years of industry experience and is part of a five-advisor team. GuideStream Financial is a team-based registered investment adviser serving individual clients and faith-based institutional entities such as endowments, charities, and churches. The firm focuses on long-term investment strategies using mutual funds, ETFs, and other vehicles, while providing discretionary and non-discretionary portfolio management, financial planning, consulting, and trustee services.
Kirk H
CFP®, ChFC®, Series 63
Spring Arbor, MI
GuideStream Financial, Inc.
Kirk Hoffman is a CFP® and ChFC® with 16 years of industry experience, currently serving at GuideStream Financial, Inc. since 2009. He is based in Spring Arbor, MI, and has additional roles as an adjunct professor teaching financial planning courses at Spring Arbor University and as a captain of historic vessels for the Michigan Maritime Museum. Hoffman also volunteers as chair of the Endowment/Investment & Finance Committee at Immanuel Lutheran Church. GuideStream Financial is a team-based registered investment adviser serving individual clients and faith-based institutional entities. The firm employs predominantly long-term purchase strategies using mutual funds and ETFs, provides discretionary and non-discretionary portfolio management, and occasionally offers trustee services.
William B
Series 63, Series 65
Spring Arbor, MI
GuideStream Financial, Inc.
William Blakemore is a financial advisor at GuideStream Financial, Inc. with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with GuideStream Financial since 2009. GuideStream Financial is a team-based registered investment adviser serving individual clients, including both non-high-net-worth and high-net-worth individuals, as well as institutional and faith-based entities such as endowments, charities, churches, and pension plans. The firm employs predominantly long-term purchase strategies using mutual funds and ETFs and offers portfolio management, financial planning, consulting, and trustee services.
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