Yelisey
Kuts
Guardian Wealth Strategies, LLC
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About this Advisor
Yelisey Kuts is a financial advisor who works in Burnsville, Minnesota with a total of 5 years of industry experience. Kuts is currently employed by Guardian Wealth Strategies, LLC. Over the course of their career, they have held roles at Brokers International Financial Services, LLC, Haven Financial Group, Exp Realty, Guardian Wealth Strategies, LLC and All Things Financial LLC. Kuts has a Series 65 license, qualifying them as an investment advisor representative, and can operate in Minnesota. Guardian Wealth Strategies, LLC is an advisory business that has its headquarters in Minneapolis, MN. It has offices in two locations and a total of 10 advisors. It handles $564 million in assets under management among its 2,720 accounts, placing it among the bigger firms in the United States by assets under management. The firm provides financial advisory services to 25 charities and foundations. Of its 2,720 client accounts, 20% belong to high-net-worth individuals who have at least $1 million in investable assets. Guardian Wealth Strategies, LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advisory services usually are based on which services the firm provides the client. However, fee types charged by Guardian Wealth Strategies, LLC most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Guardian Wealth Strategies, LLC Brokerage Details
$564,194,895
10
2,720
$207,425
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Yelisey Kuts Work History
Yelisey has been registered as a financial advisor for 5 years.*
Guardian Wealth Strategies, LLC
All Things Financial LLC
Haven Financial Group
Brokers International Financial Services, LLC
Exp Realty
*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 Yelisey Kuts 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 Strategies, LLC
Minneapolis, MN
Burnsville, MN
Minneapolis, MN
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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