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6465 Wayzata Blvd Ste 230, Minneapols, MN 55426 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-01-06 |
Branch Locations
6465 Wayzata Blvd Ste 230, Minneapols, MN 55426 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Wealth Strategies, Llc | Minneapolis | MN | 03/2013 | Present |
| University Investment Advisors, Llc | Minneapolis | MN | 01/2015 | Present |
| Guardian Tax L.L.C. | Minneapolis | MN | 09/2020 | Present |
| Guardian Insurance Solutions, Llc | Minnepolis | MN | 06/2018 | Present |
Guardian Insurance Solutions, LLC; investment related; Minneapolis, MN; Insurance agency; indirect owner/insurance agent; start date 06/2018; Less than 5% of time. Guardian Tax L.L.C.; non-investment related; Minneapolis, MN; Tax company; indirect owner; 0% of time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-23 |
| S66 | Uniform Combined State Law Examination | 2001-04-03 |
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