Yelisey Kuts
Investment adviser representative at Guardian Wealth Strategies, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Cg Advisory Services LLCJul 2025 to now
- Elevate Life Wealth Management LLCJul 2025 to now
- Guardian Wealth Strategies, LLCAug 2018 to now
- All Things Financial LLCMar 2017 to now
- Haven Financial GroupJul 2015 to now
- Brokers International Financial Services, LLC.Jan 2017 to Aug 2018
- Exp RealtyJan 2013 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (MN).
Guardian Wealth Strategies, LLC
$1.1BAssets managed
1,273Clients
5Advisers
10 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
- 6731578
- Firm CRD
- 167485