Unclaimed Profile

Colby Todd Berg

GUARDIAN WEALTH MANAGEMENT, LLC·SALT LAKE CITY, Utah

Clean recordGUARDIAN WEALTH MANAGEMENT, LLC

50 WEST BROADWAY, SALT LAKE CITY, UT 84101CRD# 6449892Firm CRD# 146923

Profile Verification

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

Identity

Colby Todd Berg · SALT LAKE CITY, UT

Registration

CRD #6449892 · GUARDIAN WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Colby Todd Berg is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with GUARDIAN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

GUARDIAN WEALTH MANAGEMENT, LLC

GUARDIAN WEALTH MANAGEMENT

AUM

$134M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GUARDIAN WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6449892

Firm CRD# 146923

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Colby Todd Berg offer?

Colby Todd Berg specializes in Financial Planning, Investment Management. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Colby Todd Berg's credentials?

Colby Todd Berg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Colby Todd Berg located?

Colby Todd Berg is based in SALT LAKE CITY, Utah, working with GUARDIAN WEALTH MANAGEMENT, LLC. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does Colby Todd Berg charge for services?

Colby Todd Berg'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 MANAGEMENT, LLC?

GUARDIAN WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $134M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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