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Gregory Joseph Gassert

GUARDIAN WEALTH STRATEGIES, LLC·MINNEAPOLS, Minnesota
Series 7, Series 63, Series 65, Series 66Clean record25 years registeredGUARDIAN WEALTH STRATEGIES, LLC
6465 WAYZATA BLVD, MINNEAPOLS, MN 55426CRD# 4310912Firm CRD# 167485

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Joseph Gassert · MINNEAPOLS, MN
Registration
CRD #4310912 · GUARDIAN WEALTH STRATEGIES, LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

GUARDIAN WEALTH STRATEGIES, LLC
Dec 2013 – present
TIAA-CREF ADVICE AND PLANNING SERVICES
Jun 2007 – Jan 2013
BLOOMINGTON, MN
MERRILL LYNCH PIERCE FENNER & SMITH INC.
Jun 2001 – Jun 2003
MINNEAPOLIS, MN
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Series 66
Registration record
First registered · June 15, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 Gregory Joseph Gassert offer?
Gregory Joseph Gassert specializes in Financial Planning, Investment Management. Contact their office in MINNEAPOLS, Minnesota for a consultation.
What are Gregory Joseph Gassert's credentials?
Gregory Joseph Gassert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Joseph Gassert located?
Gregory Joseph Gassert 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 Gregory Joseph Gassert charge for services?
Gregory Joseph Gassert'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
Clifton Ross
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)
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Research
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