Joshua Kirby (CRD# 6969741) is an Investment Advisor Representative working at Guardian Wealth Management Inc. in Peoria, IL and has over 3 years of experience in the finance industry.
CRD# 4746685
Rp Zeigler Investment Services
CRD# 1047258
Robert W. Baird & Company Incorporated
CRD# 3039582
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Dec 2022 - Current | 1 |
| Guardian Wealth Management, Inc. | Peoria, IL | Aug 2020 - Current | 3 |
| Galt And Company | Chicago, IL | Sep 2019 - Oct 2020 | 1 |
| University Of Illinois | Champaign, IL | Aug 2018 - Aug 2019 | 1 |
| Goldman Sachs | Chicago, IL | May 2018 - Aug 2018 | < 1 |
| Tesla | Fremont, CA | Jan 2018 - May 2018 | < 1 |
| University Of Illinois | Champaign, IL | Aug 2017 - Jan 2018 | < 1 |
| Anheuser-busch | New York, NY | May 2017 - Aug 2017 | < 1 |
| University Of Illinois | Champaign, IL | Aug 2016 - May 2017 | < 1 |
| Lutheran High Summer Camp | Springfield, IL | May 2012 - Aug 2016 | 4 |
| Springfield Schools | Springfield, IL | Jul 2010 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
| S63 | Uniform Securities State Law Examination | Jan 2023 |
- IL
- TX
-
Total Assets Under Management201MILLIONS
-
Total Number of Accounts303ACCOUNTS
-
Average Account Value$663,666
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.