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Kyle Robert Gilmore

GUARDIAN WEALTH MANAGEMENT INC.·PEORIA, Illinois
Clean record3 years registeredGUARDIAN WEALTH MANAGEMENT INC.
311 SW WATER STREET, PEORIA, IL 61602CRD# 7664349Firm CRD# 154159

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kyle Robert Gilmore · PEORIA, IL
Registration
CRD #7664349 · GUARDIAN WEALTH MANAGEMENT INC. · 3 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

Registration record
First registered · November 21, 2022
Years registered · 3
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
Introduction

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05

Frequently Asked Questions

What services does Kyle Robert Gilmore offer?
Kyle Robert Gilmore specializes in Financial Planning, Investment Management. Contact their office in PEORIA, Illinois for a consultation.
What are Kyle Robert Gilmore's credentials?
Kyle Robert Gilmore is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kyle Robert Gilmore located?
Kyle Robert Gilmore 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 Kyle Robert Gilmore charge for services?
Kyle Robert Gilmore'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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