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Clifton Ross

GUARDIAN WEALTH STRATEGIES, LLC·MINNEAPOLS, Minnesota
Series 657 years registeredGUARDIAN WEALTH STRATEGIES, LLC
6465 WAYZATA BLVD, MINNEAPOLS, MN 55426CRD# 6302568Firm CRD# 167485

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Clifton Ross · MINNEAPOLS, MN
Registration
CRD #6302568 · GUARDIAN WEALTH STRATEGIES, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

BELPOINTE ASSET MANAGEMENT LLC
May 2019 – present
GUARDIAN WEALTH STRATEGIES, LLC
Oct 2018 – May 2019
MINNEAPOLS, MN
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 11, 2018
Years registered · 7
03

Disclosure History

2017Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
GUARDIAN WEALTH STRATEGIES, LLC
CRD 167485 · SEC 801-107034
AUM
$732M
Regulatory assets under management
Employees
11
3,352 client accounts
Services offered by GUARDIAN WEALTH STRATEGIES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GUARDIAN WEALTH STRATEGIES, LLC →
Introduction

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05

Frequently Asked Questions

What services does Clifton Ross offer?
Clifton Ross specializes in Financial Planning, Investment Management. Contact their office in MINNEAPOLS, Minnesota for a consultation.
What are Clifton Ross's credentials?
Clifton Ross is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Clifton Ross located?
Clifton Ross is based in MINNEAPOLS, Minnesota, working with GUARDIAN WEALTH STRATEGIES, LLC. Their office serves clients in the MINNEAPOLS metropolitan area and surrounding communities.
How does Clifton Ross charge for services?
Clifton Ross's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GUARDIAN WEALTH STRATEGIES, LLC?
GUARDIAN WEALTH STRATEGIES, LLC has approximately 11 employees and manages $732M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GUARDIAN WEALTH STRATEGIES, LLC

Brent Dean Hoppe
MINNEAPOLS, MN
Gregory Joseph Gassert
MINNEAPOLS, MN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
MINNEAPOLIS (371)EDINA (72)MINNETONKA (69)PLYMOUTH (69)BLOOMINGTON (54)EDEN PRAIRIE (34)ST PAUL (34)ARDEN HILLS (31)SAINT PAUL (30)WAYZATA (29)
City Guides
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Research
Advisor Fees in MinnesotaNational Fee Analysis
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