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Joshua Robert Kirby

GUARDIAN WEALTH MANAGEMENT INC.·PEORIA, Illinois
Unclaimed Profile
311 SW WATER STREET, PEORIA, IL 61602CRD# 6969741Firm CRD# 154159
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GUARDIAN WEALTH MANAGEMENT INC.
GUARDIAN WEALTH MANAGEMENT INC.
AUM
$201M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at GUARDIAN WEALTH MANAGEMENT INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6969741
Firm CRD# 154159
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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