Taylor P. Moran

GUARDIAN WEALTH ADVISORS

ST LOUIS PARK, MN 55426

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CRD#: 7335897

Professional summary

Taylor Philip Moran is a registered financial advisor currently at GUARDIAN WEALTH ADVISORS, LLC located in St Louis Park, Minnesota.

Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Taylor has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor Philip Moran's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 15, 2024 - Present

GUARDIAN WEALTH ADVISORS, LLC

Office #1: 1000 Shelard Parkway 6th Floor, St Louis Park, MN, 55426

RIA

CRD#: 143254

ST LOUIS PARK, MN

Past

May 20, 2021 - March 1, 2024

PORTFOLIO ADVISORY COUNCIL,L.L.C.

RIA

CRD#: 107465

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GUARDIAN WEALTH ADVISORS, LLC

GUARDIAN WEALTH ADVISORS, LLC | KULKA WEALTH MANAGEMENT | KULKA HOLDINGS, LLC

CRD#: 143254 / SEC#: 801-87183

RIA

Registered Investment Advisory firm - (4/7/2015 Approved)

Minnesota

Registered Investment Advisory firm - (4/15/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(3/15/2024)

IAR

Texas
(3/15/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/5/2021

Uniform Investment Adviser Law Examination

Current Firm

GUARDIAN WEALTH ADVISORS, LLC

GUARDIAN WEALTH ADVISORS, LLC | KULKA WEALTH MANAGEMENT | KULKA HOLDINGS, LLC

CRD#: 143254 / SEC#: 801-87183

RIA

Registered Investment Advisory firm - (4/7/2015 Approved)

Minnesota

Registered Investment Advisory firm - (4/15/2015 Terminated)

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Contact information

Main Address

1000 Shelard Parkway 6th Floor, St Louis Park, MN, 55426

Mailing Address

Phone number

(952) 746-3211

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GUARDIAN WEALTH ADVISORS ADV PART 2A AND PART 2B (3/11/2025)

Regulatory assets under management

Total Number of Accounts	676
AUM (Assets Under Management)	$ 267,185,126

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Taylor P. Moran

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor Philip Moran's CRS (Customer Relationship Summary).

Certified licenses

Experience

GUARDIAN WEALTH ADVISORS, LLC

PORTFOLIO ADVISORY COUNCIL,L.L.C.

Primary Firm SEC Registration

GUARDIAN WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/5/2021

Current Firm

GUARDIAN WEALTH ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GUARDIAN WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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