In today's complex world, the expertise and clear vision of a financial professional can help you reach your financial goals.

Each of our associates has been carefully selected based on their knowledge, experience, and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.

Daniel K. Bachman, CFP®


Dan Bachman is a Financial Advisor who has obtained his CERTIFIED FINANCIAL PLANNER™ professional designation at Guide Financial Group. Dan has been in the financial services industry for 32 years. He graduated from the University of Iowa in 1986 and began his career shortly thereafter. Dan is passionate about helping clients understand their financial life and providing them the tools aimed at reaching their goals and achieving their dreams. Dan's strength is in breaking down complex financial concepts into an understandable format. In his spare time, Dan serves as a certified International Judge for men's gymnastics. Dan has been married to his wife Sue for 34 years and they have two children, Callie and Austin.  Daniel Bachman is a Registered Representative and Investment Advisor Representative of Securian Financial Services.

Check the background of this investment professional on FINRA's BrokerCheck.

Steven M. Hall


Steve is a Financial Advisor who has obtained his CERTIFIED FINANCIAL PLANNER™ professional designation and began his career in 1983. He considers it a true honor to serve as a trusted advisor in his clients' lives. Steve works with these valued clients to help them identify their financial goals and develop the appropriate strategies to reach them. To him, there is nothing more meaningful than helping a client identify their goals and partner together in making them become a reality. Helping people, sometimes through trying circumstances, provides a great sense of purpose and satisfaction for Steve.  

An avid reader, Steve cites Simple Wealth Inevitable Wealth by Nick Murray as one his favorite books. In fact, he calls it a must-read for anyone preparing for retirement. In addition to books, Steve also devours pancakes. That's right, on Friday mornings you will most likely find him, along with his church family, serving pancakes to Hoover High School students. On a regular basis, you will probably find him on date with one of his grandchildren eating pancakes or ice cream. 

Above all else, Steve enjoys spending time with his grandkids. He also likes boating on Lake of the Ozarks, hunting, and going to car shows. He loves being outdoors, especially in the early morning hours when he can watch the world wake up. Steve and his wife, Diane, were married in 1983 and currently live in Ankeny. They are blessed with seven grandchildren. 

Steve Hall is a Registered Representative and Investment Advisor Representative of Securian Financial Services. Securities and Investment Advisory services offered through Securian Financial Services, Inc. member FINRA/SIPC.  Guide Financial Group is independently owned and operated.

Check the background of this investment professional on FINRA's BrokerCheck.

Stephen M. Houg, CFP® CKA®


Steve is a Financial Advisor who has obtained his CERTIFIED FINANCIAL PLANNER™ Practitioner designation and has operated a financial services practice since 1998. As a trusted advisor, Steve works to guide his clients through the many obstacles and challenges as they seek to achieve personal financial independence. Steve obtained his Bachelor of Arts in Business Administration from Cedarville University in 1997. Steve has satisfied education, examination, experience, and ethics requirements for CFP® certification. He is also a board member of the Financial Planning Association of Iowa.

Choosing the right financial advisor may be one of the most important decisions you make for yourself and your loved ones. Our complimentary, no obligation introductory consultation helps evaluate what you should be considering when choosing a financial professional.

Steve lives in Urbandale with his wife Holly and their sons, Carson and Collin. He is very active in his community and his church. He is an avid runner and enjoys competing in many local road races and triathlons. Steve is a registered representative and investment advisor representative of Securian Financial Services, Inc. 

Check the background of this investment professional on FINRA's BrokerCheck.

CFP®, CERTIFIED FINANCIAL PLANNER™, are certification marks owned in the U.S. by Certified Financial Planner Board of Standards Inc., which can help you identify financial professionals committed to competency and ethical behavior when providing financial services. Individuals certified by CFP Board have taken extra steps to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience, and ethical requirements.

Financial Planning, Protection Planning and Investment Management

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 passion for helping people and found the most rewarding part of his job was helping children caught in the middle of a crisis. After an evaluation of his long-term personal and professional goals, Joel left the force to serve others in a different way. He will now use his passion for helping people through his career in the financial industry. He hopes to help individuals and families achieve long-term financial success. Joel is gifted at connecting with people exactly where they are and communicating information that is relevant to their situation. He looks forward to helping clients discover their financial goals and providing them with the tools necessary to reach those goals.

Joel grew up in Urbandale and is a graduate of Iowa State University. He and his wife, Angela, have four children. In his spare time, he enjoys swinging on swings and playing on the slides at the park. Of course, his daughters Natalie and Charlotte tag along on these trips too. You can also find Joel relaxing and watching sports with his twins, Greta and Cooper. And on the rare occasion that all four of his children are napping at the same time, Joel himself likes to sneak naps in on Sunday afternoons with football on in the background. This might be why he admits he cannot live without Diet Mt. Dew or coffee. Joel believes the Des Moines area is a great place to raise a family and he looks forward to serving its residents.

Joel is a Registered Representative and Investment Advisor Representative of Securian Financial Services.  Member FINRA/SIPC. Guide Financial Group is independently owned and operated.   

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Check the background of this investment professional on FINRA's BrokerCheck.


David T Perrott, CFP®


Dave is a financial advisor who obtained his CERTIFIED FINANCIAL PLANNER™ professional designation. He joined Guide Financial Group in 2019. His passion is to help clients build wealth and protect the things that they love most.  As a young man, Dave saw firsthand the incredible impact that professional financial help could have on a family.  This experience was the catalyst that would lead him to pursue a career helping others achieve their financial goals and dreams. 

Before joining Guide Financial Group, Dave spent 14 years at Wells Fargo Home Mortgage as a mortgage consultant and manager.  He graduated from Faith Baptist Bible College with a bachelor’s degree in English Education and was a member of the soccer team and student leadership.  Dave attributes his experiences with athletics in high school and college as deeply formative for his personal work ethic, integrity, and commitment to continuous improvement.

A native of central New York, Dave has fond memories of family vacations in the Finger Lakes and attending Syracuse Orange basketball home games.  He currently resides in Polk City with his wife, Amy, and their 4 children: Lily, Sophia, Luke, and Ryan.  He is very active in his community and church, but in his free time he enjoys reading good books, trips to the movies, and exploring the outdoors with this family.  Dave loves the ocean, so it’s no surprise that a trip to Fiji is on his bucket list.  He is also a self-professed “foodie” and enjoys making delicious meals for his friends and family.

David is a Registered Representative and Investment Advisor Representative of Securian Financial Services. Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Guide Financial Group is independently owned and operated.  

Callie Bachman

Callie Bachman joined Guide Financial Group in 2021.  She enjoys walking her clients through a comprehensive financial planning process to help them achieve their goals and objectives.  One area of focus for her practice is assisting clients with continuity planning that flows from one generation to the next.

Callie has prior experience in the insurance industry, and before completing her college degree in England, was a professional ballet dancer with the New York City Ballet.  An International trips with the Ballet Company gave her the travel bug, and she also enjoys attending concerts, cooking new recipes, and hanging with her dog, Josie.

Registered representative and investment advisor representative with Securian Financial Services, Inc.   5061368 dofu 11/2022