Advisor at Guardian Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Guardian Wealth Advisors, LLC
Location
Omaha, NE 68114
Credentials
Series 63, Series 65
Industry experience
2 years
Isaac Mc Coy is a financial advisor at Guardian Wealth Advisors, LLC in Omaha, NE, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at ORG Partners and Charles Schwab & Co., Inc. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.
Based on Guardian Wealth Advisors, LLC
Financial Planning Services and Retirement Plan Consulting Services may be charged flat fees, negotiated individually.
Negotiated between 0.30% and 1.5% depending on account size, services, and other factors
Financial Planning Services may be charged hourly; exact rates negotiated individually.
Minimum fee: Certain accounts may be subject to a minimum annual fee, specifics not stated. Fee-only: Financial Planning Services fees charged on a flat-fee or hourly basis, negotiated individually.
9850 Nicholas St, Ste 350
Omaha, NE 68114
Nebraska · North Carolina
Guardian Wealth Advisors
2025 - Present (1 year)
ORG Partners
2024 - 2025 (1 year)
Charles Schwab
2023 - 2024 (1 year)
Charles Schwab
2022 - 2022 (1 year)
Scott Residential Management
2020 - 2022 (2 years)
Full-Time Education
2019 - 2022 (3 years)
Faith Lutheran Church and School
2017 - 2020 (3 years)
Full-Time Education
2006 - 2019 (13 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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