Unclaimed Profile

Joshua Robert Kirby

GUARDIAN WEALTH MANAGEMENT INC.·PEORIA, Illinois

Clean recordGUARDIAN WEALTH MANAGEMENT INC.

311 SW WATER STREET, PEORIA, IL 61602CRD# 6969741Firm CRD# 154159

Profile Verification

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

Identity

Joshua Robert Kirby · PEORIA, IL

Registration

CRD #6969741 · GUARDIAN WEALTH MANAGEMENT INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Joshua Robert Kirby is a registered financial advisor based in PEORIA, Illinois, affiliated with GUARDIAN WEALTH MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

GUARDIAN WEALTH MANAGEMENT INC.

AUM

$201M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GUARDIAN WEALTH MANAGEMENT INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 6969741

Firm CRD# 154159

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joshua Robert Kirby offer?

Joshua Robert Kirby specializes in Financial Planning, Investment Management. Contact their office in PEORIA, Illinois for a consultation.

What are Joshua Robert Kirby's credentials?

Joshua Robert Kirby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joshua Robert Kirby located?

Joshua Robert Kirby is based in PEORIA, Illinois, working with GUARDIAN WEALTH MANAGEMENT INC.. Their office serves clients in the PEORIA metropolitan area and surrounding communities.

How does Joshua Robert Kirby charge for services?

Joshua Robert Kirby's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GUARDIAN WEALTH MANAGEMENT INC.?

GUARDIAN WEALTH MANAGEMENT INC. has approximately 5 employees and manages $201M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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