Our Firm

    

 

 

 

 

 

 

 

 

     Wealth Guidance, Inc. is a service orientated firm committed to helping our customers pursue their financial goals.  Our firm offers a wide range of financial products and services to individuals, families and businesses.  With the help from our professional staff at Wealth Guidance, Inc. you will gain confidence in your financial decisions. 

 

Mark S. Flannery, CFP®

  • Certified Financial Planner (CFP) from the College for Financial Planning
  • Bachelor's Degree in Business Management from Northern State University
  • Over 35 years of experience in the Financial Services Industry
  • Securities Registrations: Series 7, Series 6 & Series 63
  • Licensed in Life, Long-Term Care, Disability & Health Insurance
  • Registered Representative and Investment Advisor Representative of H. Beck, Inc.

Lance A. Flannery, MS

  • Master's Degree in Financial Planning (MS) from the College for Financial Planning
  • Bachelor's Degree in Economics from St. John's University
  • Over 10 years of experience in the Financial Services Industry
  • Securities Registrations: Series 7, Series 6 & Series 63
  • Licensed in Life, Long-Term Care, Disability & Health Insurance
  • Registered Representative and Investment Advisor Representative of H. Beck, Inc.

Amanda G. Anderson (Flannery), RP®

  • Registered ParaPlanner (RP) from the College for Financial Planning
  • Bachelor's Degree from the University of Minnesota
  • Over 3 years of experience in the Financial Services Industry
  • Securities Registrations: Series 6 & Series 63
  • Licensed in Life, Disability & Health Insurance
  • Registered Representative of H. Beck, Inc.

Shane T. Flannery

  • IT Manager & Network Specialist
  • Software Support & Data Management and Security
  • Website Administrator