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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2019-05-09 |
Branch Locations
10900 Wayzata Boulevard Suite 200, Minnetonka, MN 55305 • United States
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Guardian Wealth Strategies, Llc | Minneapolis | MN | 10/2018 | 05/2019 |
| Legacy Printing | St. Louis Park | MN | 02/2016 | 01/2019 |
| American Heritage Group, Llc (Dba Guardian Resources) | Minneapolis | MN | 09/2013 | Present |
| Guardian Wealth Strategies, Llc | Minneapolis | MN | 07/2013 | 05/2019 |
| Belpointe Asset Management, Llc | Phoenix | AZ | 05/2019 | Present |
| Guardian Capital Management | Minneapolis | MN | 05/2019 | Present |
1) American Heritage Group, LLC (dba Guardian Resources); Non-Investment Related, Minneapolis, MN; Owner; Insurance Sales and Services; Start 09/2013; 75% of time spent in this business practice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-31 |
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