GUARDIAN WEALTH STRATEGIES, LLC

6465 Wayzata Blvd
Ste 230
Minneapols, Minnesota 55426
Tel: 952-746-1746

About GUARDIAN WEALTH STRATEGIES, LLC

GUARDIAN WEALTH STRATEGIES, LLC, formally registered with the SEC as GUARDIAN WEALTH STRATEGIES, LLC. The firm was established in 01/04/2016. They have over 3 offices throughout the country.

GUARDIAN WEALTH STRATEGIES, LLC is a Minneapols, Minnesota based Financial Planning firm with nearly $944,052,553 assets under management, offering retirement planning & investment advisory services to 4004 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	167485
SEC#	801-107034
Assets Managed by Firm	$944,052,553
No. of Clients	4004
No. of Advisors	11

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	4004	$944,052,553
Individuals (other than high net worth individuals)	922	$358,958,689
High net worth individuals	266	$561,281,010
Charitable organizations	30	$23,812,854

More Retirement Planning firms in Minneapols, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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