Yelisey Kuts (CRD# 6731578) is an Investment Advisor Representative working at Guardian Wealth Strategies, LLC in Burnsville, MN and has over 7 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Wealth Strategies, LLC | Minneapolis, MN | Aug 2018 - Current | 5 |
| All Things Financial LLC | Burnsville, MN | Mar 2017 - Current | 7 |
| Haven Financial Group | Burnsville, MN | Jul 2015 - Current | 8 |
| Brokers International Financial Services, LLC | Burnsville, MN | Jan 2017 - Aug 2018 | 1 |
| Exp Realty | Burnsville, MN | Jan 2013 - Nov 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
- MN
-
Total Assets Under Management732MILLIONS
-
Total Number of Accounts3,352ACCOUNTS
-
Average Account Value$218,400
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, FL, MN, NE, NH, TX, WA, WI
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