Benjamin P Fuentez
Investment adviser representative at Guardian Wealth Partners, LLC
8 yearsExperience
5 statesRegistered in
$191.4MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
8 years in the industry.
- Guardian Wealth Partners, LLCJan 2023 to now
- Guardian Life Insurance CompanyJan 2023 to now
- Park Avenue Investment AdvisoryJan 2023 to now
- Park Avenue SecuritiesJan 2023 to now
- UBS Financial Services Inc.Feb 2015 to Jan 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 5 states (CA, FL, NM, TX, WA).
Guardian Wealth Partners, LLC
$191.4MAssets managed
402Clients
16Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4999850
- Firm CRD
- 310203