SUPERVISED PERSON BROCHURES
The brochures on this page provide information about the qualifications and business practices of GuidedQuest, LLC. Being registered as a registered investment adviser does not imply a certain level of skill or training. If you have any questions about the contents of this brochure, please contact us at 540-659-0300.
The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission, or by any state securities authority. Additional information about GuidedQuest, LLC (CRD #281977) is available on the SEC’s website at www.adviserinfo.sec.gov
Click the links on this page to learn more about your team at GuidedQuest.
Nora L. Hartquist
CEP®, ChFEBC℠, CFF®, CLTC®, Master Elite IRA Advisor Ed Slott Group
Nora Hartquist is founder and financial advisor at GuidedQuest, an independent, fiduciary financial planning firm providing customized comprehensive financial services to federal employees, military members, and retirees. You can view GuidedQuest's full Disclosure Brochure and Nora Hartquist's Supervised Person Brochure here:
Patti lerch
CEP®, CFF®, MCEP®, ChFEBC℠, CLTC®
Patti Lerch is a retirement specialist at GuidedQuest, helping her federal employee and military clients prepare well for retirement by giving them straight answers to their questions and empowering them to make prudent decisions for their unique situations. You can view Patti's Supervised Person Brochure here:
Bethany Vuolo
FRC℠, CEP®
Bethany Vuolo is a retirement specialist at GuidedQuest, uniquely qualified to help military as the wife of a 20-year veteran retired Marine officer, known for her in depth analysis of federal and military benefits and vast knowledge of investments as a finance graduate of Notre Dame. You can view Bethany's Supervised Person Brochure here:
LEGAL | PRIVACY
GUIDEDQUEST - PRIVACY NOTICE
WHAT DOES GUIDEDQUEST, LLC DO WITH YOUR PERSONAL INFORMATION?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
GUIDEDQUEST - TERMS & CONDITIONS
LEGAL, PRIVACY, COPYRIGHT & TRADEMARK INFORMATION
Use of this website is governed by the following terms and conditions. Please read these terms and conditions carefully, as by accessing this site you will be deemed to have agreed to them. These terms and conditions are subject to change without notice to you, so we recommend that you review them regularly. If you do not agree with these terms and conditions, do not use this site. You can read our full terms and conditions here:
GUIDEDQUEST - REGULATORY DISCLOSURE
ALL WRITTEN CONTENT ON THIS SITE IS FOR INFORMATION ONLY
Opinions expressed herein are solely those of GuidedQuest, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by GuidedQuest, LLC a Registered Investment Advisor in the State of VA. You can read our full Regulatory Disclosure here: