Guardian Wealth Advisors, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 305412
- SEC number
- 801-118121
- Firm type
- RIA
- Assets under management
- $2.7B as of Mar 26, 2026
- Website
- www.valleypeakfinancial.com ↗
- Phone
- 919-249-1810
- Address
- 2413 Blue Ridge Rd, Raleigh, NC, 27607
Advisors at this firm
32 in our index · page 1 of 1
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Nathan Pratt BudrowCRD 4587292 · Danvers, MAIA RegisteredRegistration inactive
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Hallvard BoehnCRD 7865942 · Raleigh, NCIA Registered
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Stephanie Haynes CampbellCRD 6658692 · Johnson City, TNIA Registered
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Milton Dario CastellanosCRD 3239784 · Charlotte, NCIA Registered
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David Patrick ClarkCRD 5515956 · Danvers, MAIA RegisteredRegistration inactive
-
Barbara Esther DeitelCRD 1196783 · Johnson City, TNIA RegisteredRegistration inactive
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Matthew Benjamin DeitelCRD 6107912 · Johnson City, TNIA RegisteredRegistration inactive
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Carter Lindsay EllisCRD 6566004 · Durham, NCIA Registered
-
Brandon Duke FentressCRD 5769895 · Raleigh, NCIA RegisteredBroker
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Robert George FalconerCRD 7119582 · Raleigh, NCIA RegisteredBroker
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Douglas Carl GoodmundsonCRD 5353795 · Bloomington, MNIA RegisteredRegistration inactive
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Martin Parsons HardyCRD 1520150 · Durham, NCIA RegisteredBroker
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Michael Jay HensleyCRD 4052660 · Raleigh, NCIA Registered
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Jacqueline Haynes HallCRD 7969874 · Raleigh, NCIA Registered
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Russell William IngramCRD 2277221 · Johnson City, TNIA RegisteredRegistration inactive
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Russell William IngramCRD 5875940 · Johnson City, TNIA RegisteredBroker
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Matthew Piper JamesCRD 7821773 · Durham, NCIA Registered
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Christian David KeedyCRD 4325571 · Durham, NCIA Registered
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Nathan Robert LegrandCRD 2657326 · Omaha, NEIA RegisteredRegistration inactive
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Jeffrey David LinkCRD 2739333 · Raleiegh, NCIA Registered
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Ervin Randolph MillwoodCRD 5066675 · Raleigh, NCIA RegisteredBroker
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David Todd MisenheimerCRD 4475048 · Raleigh, NCIA RegisteredDisclosure event(s) on record
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Isaac Wayne MccoyCRD 7537836 · Omaha, NEIA RegisteredRegistration inactive
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Kenna Lauren McmurrayCRD 7686489 · Johnson City, TNIA Registered
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Darina Xuan-Hoang NghiemCRD 7535744 · Johnson City, TNIA Registered
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Gregory Thompson RhinehardtCRD 3010833 · Raleigh, NCIA Registered
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Douglas Steven RiggertCRD 6562589 · Omaha, NEIA RegisteredRegistration inactive
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Brian Gregory SenskeCRD 6461776 · Wyoming, MNIA Registered
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Samuel David SextonCRD 6164831 · Edina, MNIA RegisteredRegistration inactive
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Russell Brenton SmithCRD 1682870 · Raleigh, NCIA Registered
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Elliot Washburn SyversonCRD 7413292 · Victoria, MNIA Registered
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Micah Nathaniel WheatCRD 6318589 · Omaha, NEIA RegisteredRegistration inactiveDisclosure event(s) on record
1–32 of 32
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 305412 ↗
FINRA BrokerCheck record for firm CRD 305412 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.