Guardian Financial

Guardian Financial (CRD# 164098) is a financial advisory firm headquartered in Pewaukee, WI. They manage $44,070,363 in 213 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
309 Quinlan Drive, Pewaukee, WI 53072
https://www.myguardianfinancial.com
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    213
    ACCOUNTS
  • Average Account Value
    $206,903
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX, WI

Financial Advisors at Guardian Financial
Showing 1 - 3 of 3 top financial advisors.
1
Larry Brunette, financial advisor Pewaukee WI
Larry N. Brunette
CRD#: 2758433
309 Quinlan Drive, Pewaukee, WI 53072

Larry Brunette (CRD# 2758433) is an Investment Advisor Representative working at Guardian Financial in Pewaukee, WI and has over 27 years of experience in the finance industry.

2
Travis Guyder, financial advisor Pewaukee WI
Travis G. Guyder
CRD#: 2992929
309 Quinlan Drive, Pewaukee, WI 53072

Travis Guyder (CRD# 2992929) is an Investment Advisor Representative working at Guardian Financial in Pewaukee, WI and has over 26 years of experience in the finance industry.

3
Mary Morrow, financial advisor Pewaukee WI
Mary O. Morrow
CRD#: 2075171
309 Quinlan Drive, Pewaukee, WI 53072

Mary Morrow (CRD# 2075171) is an Investment Advisor Representative working at Guardian Financial in Pewaukee, WI and has over 33 years 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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