Guardian Wealth Strategies Information
Contact top employees from
Guardian Wealth Strategies
Summary
Guardian Wealth Strategies is a Minneapolis-based wealth management firm specializing in Integrated Financial Planning – coordinating a strategic plan that optimizes the way a client's investments, ta...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Wealth Management, Financial Planning, Income Strategies, Risk Control
Founded
2013
Contact Guardian Wealth Strategies
Organization Website
Social Links
Phone Number
952-746-1746
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2014 | Privately Held | 1-10 | - | $- | |
| 2009 | Public Company | 10-50 | - | $- |
Employees Turnover 2 quarter 2025
Length of Employment
Employee tenure at Guardian Wealth Strategies shows a diverse range of experience levels:
8% have been with the company for less than 1 year17% for 1–2 years17% for 3–4 years25% for 5–7 years17% for 8–10 years17% have over 11 years of service at Guardian Wealth StrategiesContact top employees from
Guardian Wealth Strategies
Kyle Thomas CFP®
Fiduciary Wealth Advisor
Amorita Demitrius
Client Service Specialist
Brent Hoppe
Managing Partner
Ryan Moffitt
Retirement Planning Professional
James Melssen
Tax Manager
Gregory Gassert
Managing Partner
Norma Jo Antolak
Client Servicing Manager
Aya Utanbulatova
Client Service Specialist
Trey Peterson
Retirement Planning Specialist
Kelsey Schons
Customer Service Specialist
Similar Companies
FAQ
Guardian Wealth Strategies operates in the Financial Services industries. More details can be found on the official website: gwealth.com.
The headquarters of Guardian Wealth Strategies are located in Minneapolis, United States.
You can contact Guardian Wealth Strategies by phone at 952-746-1746.
Guardian Wealth Strategies currently employs 10-50 people.
Well-known competitors of Guardian Wealth Strategies include CURO Wealth Management and Fortegic.
