Joshua
Kirby
Guardian Wealth Management Inc
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About this Advisor
Joshua Kirby is a financial advisor based in Peoria, Illinois, working with Guardian Wealth Management Inc. Joshua has previously held positions 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. Joshua has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Illinois and Texas. Currently, Joshua is part of Guardian Wealth Management Inc, which operates out of Peoria, Illinois. The firm has 5 employees and manages assets totaling $201.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Guardian Wealth Management Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Guardian Wealth Management Inc Brokerage Details
$201,090,865
5
303
$663,666
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Joshua Kirby Work History
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
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
Peoria, IL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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