Guidestone Financial Services

Broker-DealerFINRA MemberEst. 2009
Total AUM
Advisory reps
85
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
148249
Registered since
April 7, 2009

Firm profile

FINTRX

Overview

Guidestone Financial Services is organized as a corporation and has been SEC-registered since 2009. Ownership is categorized as a mix of a domestic entity and individual ownership. The firm’s public filings classify it as “unclassified,” and available data indicate it does not act as a capital allocator or as an active ESG investor. It is not registered as a multi-state adviser, is not listed as newly formed, and does not report pension consulting or related-adviser activity. Public disclosures for the firm are sparse: the firm did not provide detail on its core business activities, advisory services, client segmentation, or fee structure. That limited disclosure constrains what can be said about its target clients, service model, or investment approach.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 85
  • Jeffery Ward

    Jeffery Ward

    Managing DirectorCRD 5915123

  • Angela Mcclain

    Angela Mcclain

    Financial AdvisorCRD 5272935

  • Audrey Klinefelter

    Audrey Klinefelter

    Rollover SpecialistCRD 8316872

Unlock 82 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
5005 Lyndon B Johnson Fwy
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth