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Joshua Robert Kirby

GUARDIAN WEALTH MANAGEMENT INC.·PEORIA, Illinois
SIE, Series 7TO, Series 63, Series 65Clean record6 years registeredGUARDIAN 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. · 6 years registered
Brand Profile
Not yet started
01

Career History

GUARDIAN WEALTH MANAGEMENT INC.
Jul 2020 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 63
Series 65
Registration record
First registered · July 29, 2020
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GUARDIAN WEALTH MANAGEMENT INC.
CRD 154159 · SEC 801-113791
AUM
$201M
Regulatory assets under management
Employees
5
303 client accounts
Services offered by GUARDIAN WEALTH MANAGEMENT INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GUARDIAN WEALTH MANAGEMENT INC. →
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05

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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Other Advisors at GUARDIAN WEALTH MANAGEMENT INC.

Kyle Robert Gilmore
PEORIA, IL
Ronald Owen Kirby
PEORIA, IL

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