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Casey Steven Bartels

Managing MemberGuardian Financial Partners, LLCCRD 5312518

About Casey Steven Bartels

Casey Steven Bartels is listed as Managing Member at Guardian Financial Partners, LLC in Orange, CA. Form ADV reports a beneficial ownership band of 25-50%. Casey Steven Bartels is associated with 2 registered advisers.

Reported ownership

Owns 25-50% of Guardian Financial Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Casey Steven Bartels work?

Casey Steven Bartels is listed as Managing Member at Guardian Financial Partners, LLC on SEC Form ADV.

How much of Guardian Financial Partners, LLC does Casey Steven Bartels own?

Form ADV reports a beneficial ownership band of 25-50%.

Guardian Financial Partners, LLC

TitleManaging Member
Ownership25-50%
Control personYes
Since2017
View Guardian Financial Partners, LLC →

Guardian Financial Partners, LLC

TitleManaging Member
OwnershipOver 75%
Control personYes
Since2017
View Guardian Financial Partners, LLC →