Unclaimed Profile

David Todd Misenheimer

GUARDIAN WEALTH ADVISORS, LLC·RALEIGH, North Carolina

Series 7, Series 63, Series 65CFP21 years registeredGUARDIAN WEALTH ADVISORS, LLC

4270 THE CIRCLE AT NORTH HILLS STREET, RALEIGH, NC 27609CRD# 4475048Firm CRD# 305412

Profile Verification

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

Identity

David Todd Misenheimer · RALEIGH, NC

Registration

CRD #4475048 · GUARDIAN WEALTH ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

GUARDIAN WEALTH ADVISORS, LLC

Jun 2022 – present

APTUS CAPITAL ADVISORS, LLC

May 2019 – May 2022

RELEIGH, NC

APTUS CAPITAL ADVISORS, LLC

Jan 2019 – Jan 2019

RELEIGH, NC

GORDON ASSET MANAGEMENT, LLC

Mar 2005 – Jan 2019

DURHAM, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · March 24, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

2019Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

GUARDIAN WEALTH ADVISORS, LLC

CRD 305412 · SEC 801-118121

AUM

$1.7B

Regulatory assets under management

Employees

3,670 client accounts

Services offered by GUARDIAN WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

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 David Todd Misenheimer offer?

David Todd Misenheimer specializes in Financial Planning, Investment Management. Contact their office in RALEIGH, North Carolina for a consultation.

What are David Todd Misenheimer's credentials?

David Todd Misenheimer holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Todd Misenheimer located?

David Todd Misenheimer is based in RALEIGH, North Carolina, working with GUARDIAN WEALTH ADVISORS, LLC. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.

How does David Todd Misenheimer charge for services?

David Todd Misenheimer'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 38 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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