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3636 S. Geyer Road, Suite 100, St. Louis, MO 63127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-07-09 |
| MO | RA | APPROVED | 2024-05-16 |
Branch Locations
3636 S. Geyer Road, Suite 100, St. Louis, MO 63127 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Advisors, Llc | Arden Hills | MN | 03/2015 | 12/2016 |
| Guardian Wealth Management, Llc | St. Louis | MO | 02/2012 | Present |
| Guardian Wealth Management, Llc | St. Louis | MO | 09/2016 | 08/2024 |
| Guardian Investment Management, Llc | St. Louis | MO | 03/2024 | Present |
| Midwest Retirement Institute (Non-Profit) | St. Louis | MO | 09/2020 | 12/2023 |
| Guardian Tax, Llc | St. Louis | MO | 03/2022 | Present |
| Magnolia Consulting, Llc | St. Louis | MO | 07/2015 | 12/2024 |
| Mad Dog Drivers, Llc | St. Louis | MO | 07/2024 | Present |
| Guardian Estate, Llc | St. Louis | MO | 01/2026 | Present |
| Guardian Family Home Care, Llc | St. Louis | MO | 01/2026 | Present |
Guardian Wealth Management, LLC; Investment related; Managing Member/Insurance Broker: 02/2012 50% of time. Guardian Tax, LLC and Mad Dog Drivers, LLC are dormant entities. No business activities are currently provided. Guardian Estate, LLC; Not investment related; Managing Member; estate planning support services; 01/2026; 5% of time. Guardian Family Home Care, LLC; Not investment related: Managing Member; Home Healthcare; 01/2026; 1% of time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-21 |
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