Chief Investment Officer · Guardian Wealth Management Inc.
Kyle R. Gilmore
CRD 7664349 · Named on Form ADV at one SEC-registered adviser
At a glance
Guardian Wealth Management Inc., an SEC-registered wealth manager based in Peoria, IL with $289 million in regulatory assets, lists Kyle R. Gilmore on its Form ADV as Chief Investment Officer, a control person.
Firms and roles
- Guardian Wealth Management Inc.Chief Investment OfficerWealth manager · Peoria, IL · $289M in regulatory assets
AtlasMembers
Kyle’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Joshua R. KirbyPresident, CEO and CCO, Guardian Wealth Management Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kyle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.