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Managing Member · Lifeguide Financial Advisors, LLC

Brien J. Lasse

CRD 4492498 · Named on Form ADV at one SEC-registered adviser

At a glance

Lifeguide Financial Advisors, LLC, an SEC-registered wealth manager based in Mechanicsburg, PA with $563 million in regulatory assets, lists Brien J. Lasse on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Brien’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brien’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.