# Guzek Asset Management

> Guzek Asset Management is a state-registered investment advisory firm in Bloomington, MN, registered since 2017, with no regulatory assets under management reported in its Form ADV filing dated October 1, 2026.

- CRD: 139486
- Filed as: GUZEK ASSET MANAGEMENT
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bloomington, MN
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/139486
- AdvisorCensus page: https://advisorcensus.com/firm/guzek-asset-management-bloomington-mn-139486

## Quick answers

**How is Guzek Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Guzek Asset Management reports these compensation arrangements: hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Guzek Asset Management located?**
Guzek Asset Management's principal office is in Bloomington, MN, according to its Form ADV.

**Is Guzek Asset Management registered with the SEC or a state?**
Guzek Asset Management is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 139486.

**What types of clients does Guzek Asset Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (25); individuals (other than high net worth individuals) (18).

**Does Guzek Asset Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/139486

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $0 |
| High net worth individuals | 25 | $0 |
| Charitable organizations | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2017 (8 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lgmwealth.com
- LinkedIn @lisa-guzek-montagne-cfp

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Guzek Asset Management (CRD 139486): Form ADV filing data as of October 2026.