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Kym Kisser

GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC·BRIGHTON, Michigan
Clean recordGUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC
1024 E. GRAND RIVER AVE, BRIGHTON, MI 48116CRD# 6782572Firm CRD# 284460

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kym Kisser · BRIGHTON, MI
Registration
CRD #6782572 · GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kym Kisser is a registered financial advisor based in BRIGHTON, Michigan, affiliated with GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC. 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
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC
GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC
AUM
$31M
Regulatory assets under management
Employees
11
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6782572
Firm CRD# 284460
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05

Frequently Asked Questions

What services does Kym Kisser offer?
Kym Kisser specializes in Financial Planning, Investment Management. Contact their office in BRIGHTON, Michigan for a consultation.
What are Kym Kisser's credentials?
Kym Kisser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kym Kisser located?
Kym Kisser is based in BRIGHTON, Michigan, working with GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC. Their office serves clients in the BRIGHTON metropolitan area and surrounding communities.
How does Kym Kisser charge for services?
Kym Kisser's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC?
GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC has approximately 11 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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