Unclaimed Profile

Erik Robert Ordal

GUARDIAN WEALTH ADVISORS, LLC·BLOOMINGTON, Minnesota

Series 65Clean record4 years registeredGUARDIAN WEALTH ADVISORS, LLC

8201 NORMAN CENTER DRIVE, SUITE 420, BLOOMINGTON, MN 55437CRD# 7431092Firm CRD# 143254

Profile Verification

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

Identity

Erik Robert Ordal · BLOOMINGTON, MN

Registration

CRD #7431092 · GUARDIAN WEALTH ADVISORS, LLC · 4 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GUARDIAN WEALTH ADVISORS, LLC

GUARDIAN WEALTH ADVISORS, LLC

Feb 2022 – Nov 2022

BLOOMINGTON, MN

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 3, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GUARDIAN WEALTH ADVISORS, LLC

CRD 143254 · SEC 801-87183

AUM

$249M

Regulatory assets under management

Employees

658 client accounts

Services offered by GUARDIAN WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GUARDIAN WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Erik Robert Ordal offer?

Erik Robert Ordal specializes in Financial Planning, Investment Management, Wealth Management.

What are Erik Robert Ordal's credentials?

Erik Robert Ordal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Erik Robert Ordal located?

Erik Robert Ordal is based in BLOOMINGTON, Minnesota, last registered with GUARDIAN WEALTH ADVISORS, LLC.

How does Erik Robert Ordal charge for services?

Erik Robert Ordal'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 WEALTH ADVISORS, LLC?

GUARDIAN WEALTH ADVISORS, LLC has approximately 6 employees and manages $249M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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