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Phone: (515) 401-1499 Fax: 877-991-1636

Guide Financial Group

Guide Financial Group

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Welcome to Guide Financial Group

Guide Financial Group is a comprehensive financial services firm committed to helping our clients achieve long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth while we deliver an unprecedented level of personalized service and expertise.

We specialize in investment strategies, comprehensive financial planning and, retirement solutions.  We serve as a guide to our clients on the journey to reaching their financial goals.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.

Our Company

Our Services

Meet Our Associates

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Daniel K. Bachman, CFP®

Dan Bachman is a Financial Advisor who has obtained his CERTIFIED FINANCIAL PLANNER™ professional designation at Guide Financial Group...

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Steven M. Hall, CFP®

Steve is a Financial Advisor who has obtained his CERTIFIED FINANCIAL PLANNER™ professional designation and began his career in 1983....

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Stephen M. Houg, CFP® CKA®

Steve is a Financial Advisor who has obtained his CERTIFIED FINANCIAL PLANNER™ Practitioner designation and has operated a financial...

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Joel T. Hall

Joel Hall has joined Guide Financial Group after serving for six years as a police officer for the Ankeny Police Department.  He has a...

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David T Perrott

Dave is a financial advisor with Guide Financial Group.  His passion is to help clients build wealth and protect the things that they love...

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Contact info

  •   2830 100th Street, Suite 108, Urbandale, Iowa 50322
  •   (515) 401-1499

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Guide Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Guide Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Guide Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

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