Gregory
Kulka

Guardian Wealth Advisors, LLC

CRD#1751829
Investment Advisor
in Minneapolis, MN

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About this Advisor

Gregory Kulka is a financial advisor based in Minneapolis, Minnesota with 9 years of relevant experience. Kulka currently works for Guardian Wealth Advisors, LLC. They have spent their complete career at Guardian Wealth Advisors, Llc. Kulka holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Minnesota and Texas. Guardian Wealth Advisors, LLC is an advisory firm operating out of Minneapolis, MN. It oversees $198 million in total assets between its 603 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 603 accounts, 33% belong to high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely vary depending on which service is provided. Fees charged by Guardian Wealth Advisors, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8201 Norman Center Drive, Suite 420
Minneapolis, MN 55437

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Guardian Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$197,849,967

MN Average: $5,289,111,388
Total Number of Employees

6

MN Average: 157
Total Number of Accounts

603

MN Average: 8,262
Average Account Size

$328,109

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Gregory Kulka Work History

Gregory has been registered as a financial advisor for 9 years.*

2007 - Present (17 years)

Guardian Wealth Advisors

*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 Gregory Kulka 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 Advisors, LLC

Eric Becker
Minneapolis, MN
Gregory Kulka
Minneapolis, MN
John Keyes
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. 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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