A complete list of active advisors currently associated with Guardian Wealth Management Inc.
Warmer can help you find a great advisor at Guardian Wealth Management Inc. or one who fits your needs even better.
Guardian Wealth Management provides investment advisory and one-time investment planning services to individuals (including high-net-worth clients), trusts, qualified plans, charities, and businesses. The firm typically charges asset-based advisory fees for ongoing portfolio management and offers a fee-based investment plan option for clients who prefer to implement recommendations themselves. Investment advice is tailored through an Investment Policy Statement created from a client questionnaire and is implemented using mainstream fundamental, technical, and mutual fund analysis with an emphasis on asset allocation, security selection, and portfolio construction. Accounts are reviewed at least quarterly with written reports provided, and the firm manages both discretionary and non-discretionary mandates to meet client objectives. Compared with many peers, several advisers at the firm are also registered representatives of a FINRA broker-dealer and act as insurance agents, meaning some transactions may be executed outside the advisory account and could produce separate commissions while clients retain the option not to use those services. The firm also manages a substantial mix of account types — reporting $213,029,000 in discretionary assets and $76,048,000 in non-discretionary assets as of February 6, 2026 — and discloses operational features such as trade aggregation, third‑party custodian statements, and periodic due diligence around service providers that use artificial intelligence.
To learn more about the advisors currently working at Guardian Wealth Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Peoria, IL
| 5
| |
Peoria, IL
| 3
| |
Peoria, IL
| 6
| |
Peoria, IL
| 28
| |
Peoria, IL
| 2
|
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