Ronald Owen Kirby

Employer firm

Guardian Wealth Management Inc. CRD 154159

$289M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2010 → Present
  Guardian Wealth Management, Inc.
  Peoria, IL
• 10/1997 → Present
  Summit Financial Advisors
  Peoria, IL
• 07/2013 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 1999-01-11 → 2010-12-10
  Ipi Wealth Management, Inc.
  Peoria, IL

Other Businesses

1. GUARDIAN WEALTH MANGEMENT -REGISTERED INVESTMENT ADVISORY FIRM 311 SW WATER ST, SUITE 210 PEORIA IL 61602 PRESIDENT OF RIA FIRM, 100% OWNER. COMPANY PROVIDES INVESTMENT ADVISORY SERVICES ON A FEE BASIS FOR CLIENTS. DEVOTES 40 HRS/WEEK. 2. SUMMIT FINANCIAL ADVISORS INC/ PRESIDENT, 100% OWNER. 311 SW WATER ST, SUITE 210 PEORIA IL 61602/ SINCE 1998/ OPERATIONAL ENTITY THAT SUPPORTS GUARDIAN WEALTH MANAGMENT INC.-STAFF, RESOURCES, ETC/ DEVOTES 3 HOURS PER WEEK.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-30
• S63 Uniform Securities Agent State Law Examination
  1997-10-07