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311 Sw Water Street Suite 210, Peoria, IL 61602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2010-12-03 |
Branch Locations
311 Sw Water Street Suite 210, Peoria, IL 61602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Wealth Management, Inc. | Peoria | IL | 12/2010 | Present |
| Summit Financial Advisors | Peoria | IL | 10/1997 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2013 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-07 |
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