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Kristopher Sekera

Lifeguide Financial Advisors, LLC

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About Kristopher Sekera

Kristopher Sekera is an Investment Advisor Representative registered with Lifeguide Financial Advisors, LLC. Kristopher is licensed in Pennsylvania. Kristopher has been in the industry for 10 years and has a Series 65 license. The firm has an office in Mechanicsburg, PA. Kristopher's primary focus is on providing financial planning and portfolio management services to individuals and businesses. Kristopher also provides pension consulting services. Kristopher has experience working with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. Lifeguide Financial Advisors, LLC provides services to a wide range of clients, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. The firm offers a variety of financial planning and investment management services. Kristopher is committed to providing clients with personalized financial advice and investment solutions tailored to their individual needs.

Firm Information

Kristopher Sekera is currently registered with Lifeguide Financial Advisors, LLC. Lifeguide Financial Advisors, LLC is a Mechanicsburg, PA-based registered investment advisor with approximately $372,527,977 in regulatory assets under management. They specialize in providing financial planning and portfolio management for individuals, high-net-worth individuals, and charitable organizations. The firm has 9 licensed agents, 11 investment adviser representatives, and offers wrap fee programs.
Lifeguide Financial Advisors, LLC

400 W MAIN ST.

MECHANICSBURG, PA 17055

$372.53M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kristopher Sekera’s Registration & Firm History

PA

07/19/2024 - Present

Lifeguide Financial Advisors, LLC (MECHANICSBURG PA)

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Licenses & Designations

IA

Issued 04/16/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kristopher Sekera.
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