Guardian Wealth Management Inc.

Guardian Wealth Management Inc. (CRD# 154159) is a financial advisory firm headquartered in Peoria, IL. They manage $201,090,865 in 303 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
311 Sw Water Street, Suite 210, Peoria, IL 61602
https://www.linkedin.com/company/guardian-wealth-managers
By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • Total Number of Accounts
    303
    ACCOUNTS
  • Average Account Value
    $663,666
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, TX

Financial Advisors at Guardian Wealth Management Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Julie Evans, financial advisor Peoria IL
Julie A. Evans
CRD#: 4273516
311 Sw Water Street, Suite 210, Peoria, IL 61602

Julie Evans (CRD# 4273516) is an Investment Advisor Representative working at Guardian Wealth Management Inc. in Peoria, IL and has over 23 years of experience in the finance industry.

2
Ronald Kirby, financial advisor Peoria IL
Ronald O. Kirby
CRD#: 2937311
311 Sw Water Street, Suite 210, Peoria, IL 61602

Ronald Kirby (CRD# 2937311) is an Investment Advisor Representative working at Guardian Wealth Management Inc. in Peoria, IL and has over 26 years of experience in the finance industry.

3
Brian Bozzer, financial advisor Peoria IL
Brian L. Bozzer
CRD#: 7350666
311 Sw Water Street, Suite 210, Peoria, IL 61602

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.

4
Kyle Gilmore, financial advisor Peoria IL
Kyle R. Gilmore
CRD#: 7664349
311 Sw Water Street, Suite 210, Peoria, IL 61602

Kyle Gilmore (CRD# 7664349) is an Investment Advisor Representative working at Guardian Wealth Management Inc. in Peoria, IL and has 1 year of experience in the finance industry.

5
Joshua Kirby, financial advisor Peoria IL
Joshua R. Kirby
CRD#: 6969741
311 Sw Water Street, Suite 210, Peoria, IL 61602

Joshua Kirby (CRD# 6969741) is an Investment Advisor Representative working at Guardian Wealth Management Inc. in Peoria, IL and has over 3 years of experience in the finance industry.

6
Darcie Phillips, financial advisor Peoria IL
Darcie A. Phillips
CRD#: 7814091
311 Sw Water Street, Suite 210, Peoria, IL 61602

Darcie Phillips (CRD# 7814091) is an Investment Advisor Representative working at Guardian Wealth Management Inc. in Peoria, IL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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