Guardian Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$296,742,955
Clients
254
Advisors
4
of 7 employees
About
Guardian Wealth Advisors provides wealth advisory, financial planning, and asset management services to a mix of individual and institutional clients, including high net worth individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. As of December 31, 2025 the firm reported managing approximately $300.2 million in client assets and serves a client base that the brochure indicates is overseen by a multi-person advisory team across multiple offices.
The firm describes a long-term, low-turnover investment approach that typically uses equities, fixed income, ETFs, mutual funds, and separately managed bond portfolios, and it may allocate portions of portfolios to unaffiliated independent managers for day‑to‑day discretionary management. Guardian Wealth Advisors documents client objectives through interview and questionnaires, provides ongoing supervision with at least annual verification of goals, treats cash as an asset class for defensive purposes, and discloses that it may employ borrowing (margin) in managed accounts while allowing clients to impose written restrictions, including proscribing margin use.
Noteworthy distinctions disclosed in the brochure include a referral relationship with an affiliated accounting firm, Myslajek Kemp & Spencer, Ltd., for tax and accounting services (a relationship the firm acknowledges creates a potential conflict of interest and for which no fee‑sharing is paid). The firm also states it may use Artificial Intelligence tools under a formal AI policy (with advisor review of AI output) and describes specific cybersecurity, privacy, and third‑party service controls in place for client data.
Client services
Expertise
Occupation focus
Fee options
Minimum $2,600 for comprehensive financial plans
$0 - $500,000: $500,000 - $2 million: 0.90% $2 million - $5 million: 0.75% $5 million+: 0.60%
$325 per hour
Account minimum: $500,000 Minimum fee: $4,500 annual minimum fee
Main office
1000 Shelard Parkway, 6th Floor
St Louis Park MN 55426
Advisors at this office
4
Most active in
Arizona · Florida · Illinois · Louisiana · Minnesota · Texas
Also doing business as
Guardian Wealth Advisors, LLC · Kulka Holdings, LLC · Kulka Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
John K
Series 63, Series 65
St Louis Park, MN
Guardian Wealth Advisors, LLC
John Keyes is a financial advisor at Guardian Wealth Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Guardian Wealth Advisors since 2016. Guardian Wealth Advisors serves individuals, including high-net-worth clients, as well as institutional and nonprofit clients such as pension and profit-sharing plans, foundations, and trusts, managing approximately $267 million across about 239 clients. The firm employs a long-term, low-turnover investment approach using equities, ETFs, mutual funds, and separate portfolios of individual bonds, and offers wealth advisory, asset management, and financial planning services.
Krew B
Series 65
St Louis Park, MN
Guardian Wealth Advisors, LLC
Krew Barber is a financial advisor at Guardian Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Nepsis, Inc. and DWC The 401k Experts. Outside of his advisory roles, Barber was involved with Kappa Kappa Gamma during his time at the University of Minnesota. Guardian Wealth Advisors serves individuals, including high-net-worth clients, as well as institutional and nonprofit clients such as pension and profit-sharing plans, foundations, and trusts. The firm manages approximately $267 million and offers wealth advisory, asset management, and financial planning services with a long-term, low-turnover investment approach.
Taylor M
Series 65
St Louis Park, MN
Guardian Wealth Advisors, LLC
Taylor Moran is a financial advisor at Guardian Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked with Portfolio Advisory Council and served in the U.S. Navy. Guardian Wealth Advisors serves individuals, including high-net-worth clients, as well as institutional and nonprofit clients, managing approximately $267 million. The firm employs a long-term, low-turnover investment approach and offers wealth advisory, asset management, and financial planning services.
Eric B
Series 66
St Louis Park, MN
Guardian Wealth Advisors, LLC
Eric Becker is a financial advisor at Guardian Wealth Advisors, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates and the Walt Disney Company. Guardian Wealth Advisors serves individual, institutional, and nonprofit clients, managing approximately $267 million across about 239 accounts. The firm employs a long-term, low-turnover investment strategy using equities, ETFs, mutual funds, and individual bonds, and offers wealth advisory, asset management, and financial planning services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")