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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Guerin is a financial advisor with The Colony Group, LLC. Stephanie has been a registered representative for over 25 years. She is also a Certified Financial Planner and has experience with a variety of financial planning needs. Stephanie previously worked at Sunset Financial Services, Inc. and Lincoln Financial Advisors Corporation. Stephanie is registered with the states of Kansas and Missouri.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MO
07/01/2024 - Present
THE Colony Group, LLC (KANSAS CITY MO)
KS
03/03/1999 - 04/12/2013
SUNSET FINANCIAL SERVICES, INC. (PRAIRIE VILLAGE KS)
IN
10/31/1997 - 03/03/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/31/1997 - 03/03/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 11/24/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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