Bloomington, MN West 82nd St. Office
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Guzek Asset Management
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Firm-wide stats for Guzek Asset Management
About
Guzek Asset Management provides personal financial planning to individuals, trusts, estates, charitable organizations and business entities, delivering written plans that address cash flow, retirement income, tax, education, estate and business planning. The firm’s client base is primarily individual and high‑net‑worth clients, and plans are tailored to each client’s stated goals and circumstances.
GAM offers non‑discretionary financial planning only and does not provide ongoing portfolio management or custody of client assets; written plans are updated upon material change or at least every three years to monitor progress. The firm discloses that it does not use percentage‑of‑assets fees for its planning services, instead relying on non‑AUM billing arrangements and on client direction for implementation.
Distinctive aspects include the firm’s operational ties to LPL Financial and the fact that supervised persons hold securities and insurance licenses, which allows them to implement recommendations through LPL as registered representatives and to receive commissions or other compensation — a potential conflict the brochure discloses. The practice is small (three advisors supporting roughly 43 clients) and includes multiple CFPs and a CPA among its staff, making its combination of boutique planning focus and advisor affiliations atypical among peers.
Based on Guzek Asset Management
Expertise
Based on Guzek Asset Management
Location
1650 West 82nd St. Suite 650
Bloomington MN 55431
Advisors at this office
2
Advisors at this office
Joshua K
Series 63, Series 65
Bloomington, MN
Guzek Asset Management
Joshua Kampbell is a financial advisor with Guzek Asset Management in Bloomington, MN, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior work includes roles at LPL Financial, Cetera, Cetera Wealth Services, Girard Securities, and Savanna Financial Group. Guzek Asset Management provides personal financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm primarily serves individual and high-net-worth clients with tailored, non-discretionary plans addressing a range of financial topics, operating with a boutique focus supported by its affiliation with LPL Financial.
Mindy M
Series 66
Bloomington, MN
Guzek Asset Management
Mindy Mejia is a financial advisor at Guzek Asset Management with two years of industry experience. She holds a Series 66 designation and has a background that includes roles at LPL Financial and her own CPA firm, Mindy Mejia CPA LLC. In addition to advising, she is an author operating a sole proprietorship. Guzek Asset Management provides personal financial planning services to individuals, trusts, estates, charitable organizations, and business entities, focusing primarily on individual and high-net-worth clients. The firm offers non-discretionary planning without ongoing portfolio management, tailoring written plans to each client’s goals and circumstances.
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