Kyle Robert Gilmore
Investment adviser representative at Guardian Wealth Management Inc.
11 yearsExperience
1 stateRegistered in
CFADesignation
$289.1MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Guardian Wealth Management Inc.Oct 2022 to now
- State Farm Insurance CompanyJul 2019 to Oct 2022
- Gcm GrosvenorMay 2018 to Aug 2018
- State Farm Insurance CompanyMay 2017 to Aug 2017
- University of Illinois At Urbana-champaignAug 2015 to May 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7664349
- Firm CRD
- 154159