Casey Bartels
Casey Bartels is a CFP-designated registered investment advisor at Guardian Financial Partners, LLC, based in Orange, CA, with 18 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 433 clients with $910M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
635 E. Chapman Ave., Orange, CA, 92866
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Casey owns real estate investment properties in Gilbert and Chandler, Arizona, dedicating minimal time to these activities. Casey is also an insurance agent in Orange, CA.
Employment History
Current Registrations
Guardian Financial Partners, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations2 states
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