Ryan
Althoff
Lifeguide Financial Advisors, LLC
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About this Advisor
Ryan Althoff is a financial advisor based in Mechanicsburg, Pennsylvania with a total of 2 years of relevant experience. Althoff is an advisor for Lifeguide Financial Advisors, LLC. Their career trajectory has included roles at Lifeguide Financial Advisors, LLC, Select Asset Management & Trust, LLC, Martin'S Famous Pastry Shoppe and Messiah University. Althoff maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Pennsylvania. Lifeguide Financial Advisors, LLC is an advisory firm that has its headquarters in Mechanicsburg, PA. The company has a total of 21 employees. It manages $315 million in assets between its 2,414 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm serves nine charities and foundations. Of its 2,414 accounts, just 9% belong to high-net-worth investors who have at least $1 million in investable assets. The firm provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely are based on which services the firm provides the client. Fee types charged by Lifeguide Financial Advisors, LLC most likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lifeguide Financial Advisors, LLC Brokerage Details
$315,348,297
21
2,414
$130,633
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Ryan Althoff Work History
Ryan has been registered as a financial advisor for 2 years.*
Lifeguide Financial Advisors, LLC
Select Asset Management & Trust, LLC
Martin'S Famous Pastry Shoppe
Messiah University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ryan Althoff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lifeguide Financial Advisors, LLC
Mechanicsburg, PA
Mechanicsburg, PA
Mechanicsburg, PA
Mechanicsburg, PA
Mechanicsburg, PA
Mechanicsburg, PA
Mechanicsburg, PA
Mechanicsburg, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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