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

Guide Financial Group

Guide Financial Group

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  2. About Us
  3. Our Qualifications

Our Qualifications

We have been working with individuals and businesses in the area for several years. Each of our representatives has extensive personal and professional experience.

Dan Bachman, Steve Hall, and Steve Houg are CERTIFED FINANCIAL PLANNER™ professionals, and are also licensed to sell a variety of investment and insurance products. 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 the 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.

We are dedicated to developing lasting relationships with all our clients. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we will provide can serve as your roadmap while you work toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.

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Contact info

  •   2900 100th St. Suite 301, 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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