Best Investors Account Sign in

John Harold Kirschner

Guardian Asset Advisors, LLC

Wyomissing, PA

CRD 2185613

Claim This Profile
Employer firm

Guardian Asset Advisors, LLC CRD 144958

$278M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Guardian Asset Advisors, Llc

5000 Ritter Rd Suite 202, Mechanicsburg, PA 17055 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2017-10-10
  • PA RA
    APPROVED
    Since 2017-10-10

Branch Locations

975 Berkshire Blvd Ste 104, Wyomissing, PA 19610 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
National Planning Corporation Harrisburg PA 01/1999 10/2017
Securities America, Inc. Wyomissing PA 10/2017 06/2024
Guardian Asset Advisors Wyomissing PA 10/2017 Present
Osaic Wealth, Inc. Wyomissing PA 06/2024 Present
  • 01/1999 → 10/2017
    National Planning Corporation
    Harrisburg, PA
  • 10/2017 → 06/2024
    Securities America, Inc.
    Wyomissing, PA
  • 10/2017 → Present
    Guardian Asset Advisors
    Wyomissing, PA
  • 06/2024 → Present
    Osaic Wealth, Inc.
    Wyomissing, PA
Previous Registrations
  • 2008-03-07 → 2017-10-11
    National Planning Corporation
    Wyomissing, PA
    Mechanicsburg, PA
Other Businesses

**Kirschner Financial S Corp Position: Owner Nature: Pass through company only Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 10/09/2017 Address: 975 Berkshire Blvd., Suite 104, Wyomissing PA 19610 **GUARDIAN ASSET ADVISORS LLC Position: ADVISOR Nature: INVESTMENT ADVISORY Investment Related: Yes Hours: 0 Securities Trading Hours: 0 Start Date: 10/09/2017 Address: 5000 RITTER ROAD, STE 202, MECHANICSBURG PA 17078

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-04-10
  • S63 Uniform Securities Agent State Law Examination
    1992-04-10
Other Names
  • John H Iii Kirschner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Wyomissing, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor