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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

GUIDESTREAM FINANCIAL, INC.

CRD 150890

SPRING ARBOR, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9a820dab-8507-f03e-76d1-e0c413359e85

Data as of Aug 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 15
On other graphs: 0
Observed: Nov 10, 2011 to Aug 28, 2026
58 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.79 fund_share=0.0 institutional_share=0.21 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $263MItem 5.F on the latest filing (2026-08-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $247M
Private client RAUM: $209MderivedItem 5.D individuals plus high net worth individuals
Private client share: 79%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $52.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,710
Individual clients: 815
High net worth clients: 39
Custody, client assets: $35.3M
SEC number: 801-70418
CRD: 150890
Filings on the tape: 58
First filed: Nov 10, 2011
Latest filed: Aug 28, 2026
Organised: Corporation, MI
Website: guidestreamfinancial.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WILLIAM SCOTT BLAKEMORE	n/a	SPRING ARBOR, MI	16	30	n/a	no
Jennifer Darlene DeBiasi	n/a	SPRING ARBOR, MI	4	20	n/a	no
Ridge Edwards Foco	Certified Financial Planner	SPRING ARBOR, MI	3	14	n/a	no
KIRK ALAN HOFFMAN	Certified Financial Planner\|Chartered Financial Consultant	SPRING ARBOR, MI	1	39	n/a	no
Levi Christopher Conner	Chartered Financial Consultant	SPRING ARBOR, MI	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ADAMS, JOSHUA, DANIEL	CHIEF OPERATING OFFICER	Na	yes	10/2023	Mar 25, 2024	Nov 19, 2024
BUTTON, BRADLEY, W.	Director	Na	yes	01/2021	Mar 18, 2021	Nov 19, 2024
CHAN, KWOK, CHEUNG	Director	Na	yes	01/2017	Mar 27, 2017	Nov 19, 2024
CROTHERS, WILLIAM, CLARK	Director	Na	yes	01/2018	Feb 15, 2013	Nov 19, 2024
Crupper, Joseph	CHIEF COMPLIANCE OFFICER	Na	yes	12/2023	Mar 8, 2022	Nov 19, 2024
FREE METHODIST CHURCH USA	PARENT OF FREE METHODIST FREE FOUNDATION	E	yes	06/2009	Feb 18, 2014	Nov 19, 2024
GANTON, LLOYD, GEORGE	Director	Na	yes	01/2014	Mar 25, 2015	Nov 19, 2024
GOODNIGHT, DAVID, RUSSELL	Director	Na	yes	01/2014	Nov 10, 2011	Nov 19, 2024
HALL, BETH, MARIE	CHIEF FINANCIAL OFFICER	Na	yes	01/2022	Mar 8, 2022	Nov 19, 2024
LOGAN, ERIC, W.	Director	Na	yes	01/2021	Mar 18, 2021	Nov 19, 2024
OLSON, MARK, STEVEN	PRESIDENT / CHIEF EXECUTIVE OFFICER	Na	yes	06/2009	Nov 10, 2011	Nov 19, 2024
ROBERTS, LAWRENCE, PAUL	Director	Na	yes	01/2014	Mar 25, 2015	Nov 19, 2024
SHEILDS, ANDREA, L.	Director	Na	yes	01/2021	Mar 18, 2021	Nov 19, 2024
THE FREE METHODIST FOUNDATION	Owner	E	yes	06/2009	Nov 10, 2011	Nov 19, 2024
TOY, CHARLES, ROBERT	Director	Na	yes	06/2009	Mar 25, 2015	Nov 19, 2024
Whitehead, Matthew, Henry	Director	Na	yes	01/2020	Mar 25, 2020	Nov 19, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Tecumseh	Mi	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 8, 2026	$263M	$247M	9	5	0	n/a	n/a
2024	Mar 15, 2025	$217M	$203M	10	5	0	n/a	n/a
2023	Mar 25, 2024	$203M	$189M	8	5	6	n/a	n/a
2022	Mar 7, 2023	$165M	$158M	11	5	6	n/a	n/a
2021	Mar 8, 2022	$162M	$155M	11	4	0	n/a	n/a
2020	Mar 18, 2021	$132M	$128M	10	4	0	n/a	n/a
2019	Mar 25, 2020	$118M	$115M	10	3	0	n/a	n/a
2018	Mar 24, 2019	$105M	$103M	9	3	0	n/a	n/a
2017	Mar 12, 2018	$109M	$107M	9	3	0	n/a	n/a
2016	Mar 27, 2017	$90.9M	$89.2M	8	3	n/a	n/a	n/a
2015	Mar 22, 2016	$87.0M	$85.1M	7	3	n/a	n/a	n/a
2014	Mar 25, 2015	$82.8M	$82.8M	8	3	n/a	n/a	n/a
2013	Feb 18, 2014	$77.8M	$77.8M	7	3	n/a	n/a	n/a
2012	Feb 15, 2013	$73.9M	$71.7M	7	3	n/a	n/a	n/a
2011	Feb 10, 2012	$67.1M	$64.9M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$263M	$217M	21.3%	$165M	16.9%	9	10	0	0

Relationships

Registered with (5)

← Levi Christopher ConnerAdvisorregistration: current employment
Dec 23, 2025 to presentfactForm ADV
← KIRK ALAN HOFFMANAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← Ridge Edwards FocoAdvisorregistration: current employment
Dec 8, 2022 to presentfactForm ADV
← Jennifer Darlene DeBiasiAdvisorregistration: current employment
Jul 1, 2022 to presentfactForm ADV
← WILLIAM SCOTT BLAKEMOREAdvisorregistration: current employment
Feb 2, 2010 to presentfactForm ADV

Controls (16)

← OLSON, MARK, STEVENOwnerPRESIDENT / CHIEF EXECUTIVE OFFICER, ownership code NA, individual
Nov 10, 2011 to Nov 19, 2024factForm ADV
← ADAMS, JOSHUA, DANIELOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 25, 2024 to Nov 19, 2024factForm ADV
← GOODNIGHT, DAVID, RUSSELLOwnerDIRECTOR, ownership code NA, individual
Nov 10, 2011 to Nov 19, 2024factForm ADV
← CROTHERS, WILLIAM, CLARKOwnerDIRECTOR, ownership code NA, individual
Feb 15, 2013 to Nov 19, 2024factForm ADV
← GANTON, LLOYD, GEORGEOwnerDIRECTOR, ownership code NA, individual
Mar 25, 2015 to Nov 19, 2024factForm ADV
← ROBERTS, LAWRENCE, PAULOwnerDIRECTOR, ownership code NA, individual
Mar 25, 2015 to Nov 19, 2024factForm ADV
← TOY, CHARLES, ROBERTOwnerDIRECTOR, ownership code NA, individual
Mar 25, 2015 to Nov 19, 2024factForm ADV
← CHAN, KWOK, CHEUNGOwnerDIRECTOR, ownership code NA, individual
Mar 27, 2017 to Nov 19, 2024factForm ADV
← Whitehead, Matthew, HenryOwnerDIRECTOR, ownership code NA, individual
Mar 25, 2020 to Nov 19, 2024factForm ADV
← BUTTON, BRADLEY, W.OwnerDIRECTOR, ownership code NA, individual
Mar 18, 2021 to Nov 19, 2024factForm ADV
← LOGAN, ERIC, W.OwnerDIRECTOR, ownership code NA, individual
Mar 18, 2021 to Nov 19, 2024factForm ADV
← SHEILDS, ANDREA, L.OwnerDIRECTOR, ownership code NA, individual
Mar 18, 2021 to Nov 19, 2024factForm ADV
← HALL, BETH, MARIEOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 8, 2022 to Nov 19, 2024factForm ADV
← Crupper, JosephOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 8, 2022 to Nov 19, 2024factForm ADV
← FREE METHODIST CHURCH USAOwnerPARENT OF FREE METHODIST FREE FOUNDATION, ownership code E, domestic entity
Feb 18, 2014 to Nov 19, 2024factForm ADV
← THE FREE METHODIST FOUNDATIONOwnerOWNER, ownership code E, domestic entity
Nov 10, 2011 to Nov 19, 2024factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 25, 2024
Control person joined
Daniel Joshua Adams (Chief Operating Officer) appeared on Schedule A of Guidestream Financial, Inc.
Form ADVobserved 5 days ago
Occurred
Dec 1, 2023
Control person left
Alan Daniel Kurtz (Chief Compliance Officer/ Chief Operating Officer) no longer on Schedule A of Guidestream Financial, Inc. (listed 2023-09-13, absent 2023-12-01)
Form ADVobserved 5 days ago
Occurred
Mar 7, 2023
Control person left
Carlyle Victor Moses (Director) no longer on Schedule A of Guidestream Financial, Inc. (listed 2022-11-02, absent 2023-03-07)
Form ADVobserved 5 days ago
Occurred
Mar 8, 2022
Control person left
Emmet Gene Keene (Ceo) no longer on Schedule A of Guidestream Financial, Inc. (listed 2021-11-16, absent 2022-03-08)
Form ADVobserved 5 days ago
Occurred
Mar 8, 2022
Control person left
Revere Evan Collins (Director) no longer on Schedule A of Guidestream Financial, Inc. (listed 2021-11-16, absent 2022-03-08)
Form ADVobserved 5 days ago
Occurred
Mar 8, 2022
Control person joined
Marie Beth Hall (Chief Financial Officer) appeared on Schedule A of Guidestream Financial, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 8, 2022
Control person joined
Joseph Crupper (Chief Trust Officer) appeared on Schedule A of Guidestream Financial, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 18, 2021
Control person left
Monique Gwendolyn Poteat (Director) no longer on Schedule A of Guidestream Financial, Inc. (listed 2020-06-12, absent 2021-03-18)
Form ADVobserved 5 days ago
Occurred
Mar 18, 2021
Control person joined
W. Bradley Button (Director) appeared on Schedule A of Guidestream Financial, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 18, 2021
Control person joined
W. Eric Logan (Director) appeared on Schedule A of Guidestream Financial, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 18, 2021
Control person joined
L. Andrea Sheilds (Director) appeared on Schedule A of Guidestream Financial, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 25, 2020
Control person joined
Henry Matthew Whitehead (Director) appeared on Schedule A of Guidestream Financial, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 25, 2020
Control person left
Alan Matthew Thomas (Director) no longer on Schedule A of Guidestream Financial, Inc. (listed 2020-01-23, absent 2020-03-25)
Form ADVobserved 5 days ago

Show 2 bookkeeping events

Occurred
Mar 15, 2025
Guidestream Financial, Inc. reported 0 offices beyond its principal office, down from 6 (2024-11-19 to 2025-03-15)
Occurred
Mar 7, 2023
Guidestream Financial, Inc. reported 6 offices beyond its principal office, up from 0 (2022-11-02 to 2023-03-07)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9a820dab-8507-f03e-76d1-e0c413359e85
First observed: Nov 10, 2011
Last observed: Aug 28, 2026 23 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GUIDESTREAM FINANCIAL, INC.

CRD 150890

SPRING ARBOR, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9a820dab-8507-f03e-76d1-e0c413359e85

Data as of Aug 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:30 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WILLIAM SCOTT BLAKEMORE

n/a

SPRING ARBOR, MI

n/a

Jennifer Darlene DeBiasi

n/a

SPRING ARBOR, MI

n/a

Ridge Edwards Foco

Certified Financial Planner

SPRING ARBOR, MI

n/a

KIRK ALAN HOFFMAN

Certified Financial Planner|Chartered Financial Consultant

SPRING ARBOR, MI

n/a

Levi Christopher Conner

Chartered Financial Consultant

SPRING ARBOR, MI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ADAMS, JOSHUA, DANIEL

CHIEF OPERATING OFFICER

yes

10/2023

Mar 25, 2024

Nov 19, 2024

BUTTON, BRADLEY, W.

Director

yes

01/2021

Mar 18, 2021

Nov 19, 2024

CHAN, KWOK, CHEUNG

Director

yes

01/2017

Mar 27, 2017

Nov 19, 2024

CROTHERS, WILLIAM, CLARK

Director

yes

01/2018

Feb 15, 2013

Nov 19, 2024

Crupper, Joseph

CHIEF COMPLIANCE OFFICER

yes

12/2023

Mar 8, 2022

Nov 19, 2024

FREE METHODIST CHURCH USA

PARENT OF FREE METHODIST FREE FOUNDATION

yes

06/2009

Feb 18, 2014

Nov 19, 2024

GANTON, LLOYD, GEORGE

Director

yes

01/2014

Mar 25, 2015

Nov 19, 2024

GOODNIGHT, DAVID, RUSSELL

Director

yes

01/2014

Nov 10, 2011

Nov 19, 2024

HALL, BETH, MARIE

CHIEF FINANCIAL OFFICER

yes

01/2022

Mar 8, 2022

Nov 19, 2024

LOGAN, ERIC, W.

Director

yes

01/2021

Mar 18, 2021

Nov 19, 2024

OLSON, MARK, STEVEN

PRESIDENT / CHIEF EXECUTIVE OFFICER

yes

06/2009

Nov 10, 2011

Nov 19, 2024

ROBERTS, LAWRENCE, PAUL

Director

yes

01/2014

Mar 25, 2015

Nov 19, 2024

SHEILDS, ANDREA, L.

Director

yes

01/2021

Mar 18, 2021

Nov 19, 2024

THE FREE METHODIST FOUNDATION

Owner

yes

06/2009

Nov 10, 2011

Nov 19, 2024

TOY, CHARLES, ROBERT

Director

yes

06/2009

Mar 25, 2015

Nov 19, 2024

Whitehead, Matthew, Henry

Director

yes

01/2020

Mar 25, 2020

Nov 19, 2024

City

State

Country

Employees

Also broker-dealer

Tecumseh

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 8, 2026

$263M

$247M

n/a

2024

Mar 15, 2025

$217M

$203M

n/a

2023

Mar 25, 2024

$203M

$189M

n/a

2022

Mar 7, 2023

$165M

$158M

n/a

2021

Mar 8, 2022

$162M

$155M

n/a

2020

Mar 18, 2021

$132M

$128M

n/a

2019

Mar 25, 2020

$118M

$115M

n/a

2018

Mar 24, 2019

$105M

$103M

n/a

2017

Mar 12, 2018

$109M

$107M

n/a

2016

Mar 27, 2017

$90.9M

$89.2M

n/a

2015

Mar 22, 2016

$87.0M

$85.1M

n/a

2014

Mar 25, 2015

$82.8M

n/a

2013

Feb 18, 2014

$77.8M

n/a

2012

Feb 15, 2013

$73.9M

$71.7M

n/a

2011

Feb 10, 2012

$67.1M

$64.9M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$263M

$217M

21.3%

$165M

16.9%