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6465 Wayzata Blvd Ste 230, Minneapols, MN 55426 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2017-04-12 |
Branch Locations
6465 Wayzata Blvd Ste 230, Minneapols, MN 55426 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Wealth Strategies, Llc | Minneapolis | MN | 04/2017 | Present |
| Cimarron Rock Enterprises | Maple Grove | MN | 03/2011 | 12/2021 |
| Bni | Edina | MN | 01/2006 | 03/2017 |
| Guardian Insurance Solutions, Llc | Minneapolis | MN | 01/2023 | Present |
| Guardian Tax L.L.C. | Minneapolis | MN | 01/2023 | Present |
| University Investment Advisors | Minneapolis | MN | 01/2023 | Present |
| Guardian Insurance Solutions, Llc | Minneapolis | MN | 06/2018 | Present |
| Guardian Wealth Strategies, Llc | Minneapolis | MN | 01/2023 | Present |
Guardian Insurance Solutions, LLC; Minneapolis, MN; Insurance Agent/Indirect Owner; Fixed Insurance sales; Approximately 5% of time spent; Started 06/2018. Guardian TaxL.L.C.; non-investment related; Minneapolis, MN; Tax company; indirect owner; 0% of time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-07 |
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