Joshua
Kirby
Guardian Wealth Management Inc
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About this Advisor
Joshua Kirby is a financial advisor operating out of Peoria, Illinois with 3 years of industry experience. Kirby currently works for Guardian Wealth Management Inc. Over the course of their career, Kirby has held roles at Lutheran High Summer Camp, Anheuser-Busch, Tesla, Goldman Sachs, Galt And Company, Springfield Schools, University Of Illinois, Purshe Kaplan Sterling Investments and Guardian Wealth Management, Inc. Kirby maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Illinois and Texas. Guardian Wealth Management Inc is an advisory business headquartered in Peoria, IL. It handles $189 million in assets under management among its 277 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm provides services to nine charitable organizations. Of its 277 customer accounts, 26% belong to high-net-worth clients who have at least $1 million in assets available to invest. Guardian Wealth Management Inc offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually depend on the financial services. Fees charged by Guardian Wealth Management Inc most likely consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Guardian Wealth Management Inc Brokerage Details
$189,083,614
4
277
$682,612
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Joshua Kirby Work History
Joshua has been registered as a financial advisor for 3 years.*
Purshe Kaplan Sterling Investments
Guardian Wealth Management, Inc
Galt And Company
Tesla
Goldman Sachs
University Of Illinois
Anheuser-Busch
University Of Illinois
University Of Illinois
Lutheran High Summer Camp
Springfield Schools
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Kirby to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Guardian Wealth Management Inc
Peoria, IL
Peoria, IL
Peoria, IL
Peoria, IL
Peoria, IL
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