Advisors at this firm
Gregory G
CFP®, Series 63, Series 65, Series 66
Minneapols, MN
Guardian Wealth Strategies, LLC
Gregory Gassert is a CFP® professional with 19 years of experience, currently serving at Guardian Wealth Strategies, LLC in Minneapolis, MN. He has been with Guardian Wealth Strategies since 2013 and is also involved with Guardian Tax L.L.C. and Guardian Insurance Solutions, LLC. Guardian Wealth Strategies provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, charitable organizations, and qualified plans. The firm employs a two-tiered asset management approach and serves over 1,100 clients with a team of five advisors.
Benjamin O
Series 65
Minneapols, MN
Guardian Wealth Strategies, LLC
Benjamin Olson is a Series 65-licensed financial advisor with Guardian Wealth Strategies, LLC in Minneapolis, MN, bringing nine years of experience at the firm and eight years in related roles. His background includes positions with University Investment Advisors and Guardian Tax L.L.C., as well as involvement in Guardian Insurance Solutions, LLC, where he acts as an insurance agent. Outside of his advisory work, he previously managed Cimarron Rock Enterprises for a decade. Guardian Wealth Strategies provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, charitable organizations, and qualified plans. The firm employs a two-tiered asset management approach and serves over 1,100 clients with approximately $944 million in assets under management.
Kyle T
CFP®, Series 66
Minneapols, MN
Guardian Wealth Strategies, LLC
Kyle Thomas is a CFP® with six years of industry experience, currently serving as an advisor at Guardian Wealth Strategies, LLC since 2024. Prior to joining Guardian, he worked at RBC Capital Markets, LLC for eight years and briefly at Farmers Insurance. Guardian Wealth Strategies provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, charitable organizations, and qualified plans. The firm manages approximately $944 million in assets and serves over 1,100 clients through a team of five advisors, offering both comprehensive wealth management and scaled portfolio options.
Brent H
Series 63, Series 65
Minneapols, MN
Guardian Wealth Strategies, LLC
Brent Hoppe is a financial advisor with Guardian Wealth Strategies, LLC in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Brent is also involved in Guardian Tax L.L.C., a tax company, dedicating approximately 10% of his time to this non-investment related business. Guardian Wealth Strategies provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, charitable organizations, and qualified plans. The firm employs a two-tiered asset management approach and serves over 1,100 clients with a team of five advisors.