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Mary O Morrow

Guardian Financial

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About Mary O Morrow

Mary Morrow is a registered investment advisor representative with Guardian Financial. Mary has been in the industry for over 30 years and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Guardian Financial is an independent financial advisory firm that provides a variety of services to individuals and families. Mary Morrow is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Mary Morrow is currently registered with Guardian Financial. Guardian Financial is an investment advisory firm with 3 investment adviser representatives and 1 licensed agent. They have approximately $44,070,363 in regulatory assets under management and primarily serve high-net-worth individuals and individuals other than high-net-worth. They provide portfolio management for businesses and individuals, and have 213 total accounts.

$44.07M

Assets Under Management

Not reported

Total Clients

3

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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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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percentage of assets

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

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Mary Morrow’s Registration & Firm History

WI

05/29/2019 - Present

Guardian Financial (PEWAUKEE WI)

WI

09/06/2011 - 12/31/2015

SAGEPOINT FINANCIAL, INC. (STURGEON BAY WI)

WI

12/18/2000 - 09/02/2011

NEXT FINANCIAL GROUP, INC. (STURGEON BAY WI)

SC

09/11/2000 - 12/21/2000

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

GA

01/04/1996 - 08/15/2000

SUNTRUST SECURITIES, INC. (ATLANTA GA)

GA

03/18/1993 - 12/19/1994

SUNTRUST SECURITIES, INC. (ATLANTA GA)

NA

04/20/1992 - 03/05/1993

KINGLAND CAPITAL CORPORATION

IL

07/17/1990 - 04/24/1992

WAYNE HUMMER & CO. (CHICAGO IL)

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Licenses & Designations

IA

Issued 12/24/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/07/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2015

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mary O Morrow.
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