Unclaimed Profile

Casey Steven Bartels

GUARDIAN FINANCIAL PARTNERS, LLC·ORANGE, California

SIE, Series 7, Series 66CFPClean record19 years registeredGUARDIAN FINANCIAL PARTNERS, LLC

635 E. CHAPMAN AVE., ORANGE, CA 92866CRD# 5312518Firm CRD# 287652

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Casey Steven Bartels · ORANGE, CA

Registration

CRD #5312518 · GUARDIAN FINANCIAL PARTNERS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

GUARDIAN FINANCIAL PARTNERS, LLC

Apr 2017 – present

WELLS FARGO CLEARING SERVICES, LLC

May 2007 – May 2017

IRVINE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 10, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GUARDIAN FINANCIAL PARTNERS, LLC

CRD 287652 · SEC 801-110423

AUM

$764M

Regulatory assets under management

Employees

710 client accounts

Services offered by GUARDIAN FINANCIAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GUARDIAN FINANCIAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Casey Steven Bartels offer?

Casey Steven Bartels specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ORANGE, California for a consultation.

What are Casey Steven Bartels's credentials?

Casey Steven Bartels holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Casey Steven Bartels located?

Casey Steven Bartels is based in ORANGE, California, working with GUARDIAN FINANCIAL PARTNERS, LLC. Their office serves clients in the ORANGE metropolitan area and surrounding communities.

How does Casey Steven Bartels charge for services?

Casey Steven Bartels's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GUARDIAN FINANCIAL PARTNERS, LLC?

GUARDIAN FINANCIAL PARTNERS, LLC has approximately 5 employees and manages $764M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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