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Casey Steven Bartels

Guardian Financial Partners, LLC

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About Casey Steven Bartels

Casey Steven Bartels is a financial advisor with Guardian Financial Partners, LLC based in Orange, CA. Casey has been in the industry since 2007 and is registered with the states of California and Texas. Casey is also a Certified Financial Planner™ professional. In addition to providing financial planning and portfolio management services, Casey provides investment advice for businesses and individuals. Casey's previous experience includes working for Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC.

Firm Information

Casey Bartels is currently registered with Guardian Financial Partners, LLC. Guardian Financial Partners, LLC is an investment advisor headquartered in Orange, CA. They have 3 investment advisor representatives and manage over $835 million in assets for individuals, corporations, charities, pension and profit-sharing plans. The firm specializes in financial planning, portfolio management, and pension consulting. Their services are available to high-net-worth individuals, individuals other than high-net-worth, corporations, and other businesses.
Guardian Financial Partners, LLC

635 E. CHAPMAN AVE.

ORANGE, CA 92866

$835.53M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Casey Bartels’s Registration & Firm History

CA

04/28/2017 - Present

Guardian Financial Partners, LLC (Orange CA)

CA

04/25/2007 - 05/01/2017

WELLS FARGO CLEARING SERVICES, LLC (IRVINE CA)

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Licenses & Designations

BOTH

Issued 05/09/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/01/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Casey Steven Bartels.
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