Joshua Robert Kirby
Investment adviser representative at Guardian Wealth Management Inc.
10 yearsExperience
2 statesRegistered in
$289.1MFirm assets
8 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Purshe Kaplan Sterling InvestmentsDec 2022 to now
- Guardian Wealth Management Inc.Jul 2020 to now
- Galt and CompanySep 2019 to Oct 2020
- University of IllinoisAug 2018 to Aug 2019
- Goldman SachsMay 2018 to Aug 2018
- TeslaJan 2018 to May 2018
- University of IllinoisAug 2017 to Jan 2018
- Anheuser-buschMay 2017 to Aug 2017
- University of IllinoisAug 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Guardian Wealth Management Inc.
$289.1MAssets managed
190Clients
5Advisers
8 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
- 6969741
- Firm CRD
- 154159