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Steven M Guipe

Maner Wealth

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About Steven M Guipe

Steven Guipe is an Investment Advisor Representative with Maner Wealth. Steven has been in the industry since 2013. Steven is registered to provide advisory services in Michigan. Steven's prior experience includes positions at CG Financial Services, Hendrick's County Highway Department, Danville Community High School, Spring Arbor University, West Central Suburban Soccer Federation, North Salem State Bank and Un-employed/Summer Break. Steven is also licensed to provide investment advisory services through Maner Wealth in Michigan.

Firm Information

Steven Guipe is currently registered with Maner Wealth. Maner Wealth is an investment advisor based in Lansing, MI. They offer financial planning, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals, businesses, and pension and profit-sharing plans. They manage approximately $172.69 million in assets for 894 clients. Their client base includes high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.
Maner Wealth

2425 E. GRAND RIVER AVE. STE. 1

LANSING, MI 48912

$172.69M

Assets Under Management

Not reported

Total Clients

4

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Steven Guipe’s Registration & Firm History

MI

06/21/2021 - Present

Maner Wealth (LANSING MI)

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Licenses & Designations

IA

Issued 06/11/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven M Guipe.
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