Unclaimed Profile

Richard Ayers Kisser

GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC·BRIGHTON, Michigan

SIE, Series 6, Series 7, Series 24, Series 53, Series 63CFPClean record9 years registeredGUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC

1024 E. GRAND RIVER AVE, BRIGHTON, MI 48116CRD# 2472561Firm CRD# 284460

Profile Verification

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

Identity

Richard Ayers Kisser · BRIGHTON, MI

Registration

CRD #2472561 · GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC

CAITLIN JOHN

Dec 2022 – Jan 2025

Troy, MI

GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC

Feb 2017 – Dec 2022

BRIGHTON, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 53

Series 63

Registration record

First registered · February 17, 2017

Years registered · 9

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC

CRD 284460 · SEC 801-110920

AUM

$31M

Regulatory assets under management

Employees

256 client accounts

Services offered by GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Richard Ayers Kisser offer?

Richard Ayers Kisser specializes in Financial Planning, Investment Management.

What are Richard Ayers Kisser's credentials?

Richard Ayers Kisser holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Richard Ayers Kisser located?

Richard Ayers Kisser is based in BRIGHTON, Michigan, last registered with GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC.

How does Richard Ayers Kisser charge for services?

Richard Ayers 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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