Brian Bozzer (CRD# 7350666) is an Investment Advisor Representative working at Guardian Wealth Management Inc. in Peoria, IL and has over 2 years of experience in the finance industry.
CRD# 4746685
Rp Zeigler Investment Services
CRD# 1047258
Robert W. Baird & Company Incorporated
CRD# 3039582
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Oct 2022 - Current | 1 |
| Guardian Wealth Management Inc. | Peoria, IL | Aug 2022 - Current | 1 |
| Modern Woodmen Of America | Rock Island, IL | Mar 2021 - Jul 2022 | 1 |
| Mwa Financial Services Inc. | Rock Island, IL | Mar 2021 - Jul 2022 | 1 |
| Principal Financial Group | Cedar Falls, IA | Aug 2019 - Feb 2021 | 1 |
| Kansas State University | Mahanttan, KS | May 2015 - Aug 2019 | 4 |
| Student | Geneseo, IL | Mar 2010 - May 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- IL
-
Total Assets Under Management201MILLIONS
-
Total Number of Accounts303ACCOUNTS
-
Average Account Value$663,666
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL, TX
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