Insights

Holistic Retirement Guardian Resources offers integrated retirement planning combining investments with tax, income, and estate strategies, indicating a potential cross-sell opportunity to expand advisory services and introduce comprehensive planning packages.

Regional Focus Based in Minnesota and Wisconsin with a mid-sized team, there is opportunity to tailor local financial education events, webinars, and partnerships to deepen market penetration in the Midwest.

Asset Growth Reported revenue of 25 to 50 million suggests a sizable client base with potential for higher-margin services such as tax optimization, legacy planning, and guaranteed lifetime income products.

Technology Enablement Tech stack includes CRM, analytics, marketing, and compliance tools (HubSpot, Salesforce, WordPress, Sentry, Google Tag Manager), enabling scalable outreach, client onboarding, and performance tracking for growth initiatives.

Strategic Partnerships Investment advisory is provided through Belpointe Asset Management, LLC, presenting a channel for co-marketing, product diversification, and cross-sell of advisory and insurance solutions to expand offerings.

Guardian Resources - Minneapolis Financial Advisor and Wealth Management Tech Stack

Guardian Resources - Minneapolis Financial Advisor and Wealth Management uses 8 technology products and services including HubSpot Analytics, WordPress, Salesforce, and more. Explore Guardian Resources - Minneapolis Financial Advisor and Wealth Management's tech stack below.

HubSpot Analytics

Analytics

WordPress

Content Management System

Salesforce

Customer Relationship Management

Sentry

Issue Trackers

Wistia

Online Video Platforms

PHP

Programming Languages

Akismet

Web Platform Extensions

jQuery Waypoints

Web Tools And Plugins

Guardian Resources - Minneapolis Financial Advisor and Wealth Management Email Formats	Example	Percentage
FLast@guardianresources.net	JDoe@guardianresources.net	100%

Guardian Resources - Minneapolis Financial Advisor and Wealth Management Email Formats

Example

Percentage

FLast@guardianresources.net

JDoe@guardianresources.net

100%

Frequently Asked Questions

What is Guardian Resources - Minneapolis Financial Advisor and Wealth Management's official website and social media links?

Guardian Resources - Minneapolis Financial Advisor and Wealth Management's official website is myguardianresources.com and has social profiles on LinkedIn.

How much revenue does Guardian Resources - Minneapolis Financial Advisor and Wealth Management generate?

As of October 2026, Guardian Resources - Minneapolis Financial Advisor and Wealth Management's annual revenue is estimated to be $25M - $50M.

What is Guardian Resources - Minneapolis Financial Advisor and Wealth Management's NAICS code?

Guardian Resources - Minneapolis Financial Advisor and Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Guardian Resources - Minneapolis Financial Advisor and Wealth Management have currently?

As of October 2026, Guardian Resources - Minneapolis Financial Advisor and Wealth Management has approximately 23 employees across 2 continents, including North America and Asia. Key team members include President & Ceo: C. R., Vice President: J. M. and Principal: R. R. Explore Guardian Resources - Minneapolis Financial Advisor and Wealth Management's employee directory with LeadIQ.

What industry does Guardian Resources - Minneapolis Financial Advisor and Wealth Management belong to?

Guardian Resources - Minneapolis Financial Advisor and Wealth Management operates in the Financial Services industry.

What technology does Guardian Resources - Minneapolis Financial Advisor and Wealth Management use?

Guardian Resources - Minneapolis Financial Advisor and Wealth Management's tech stack includes HubSpot Analytics, WordPress, Salesforce, Sentry, Wistia, PHP, Akismet and jQuery Waypoints.

What is Guardian Resources - Minneapolis Financial Advisor and Wealth Management's email format?

Guardian Resources - Minneapolis Financial Advisor and Wealth Management's email format typically follows the pattern of FLast@guardianresources.net. Find more Guardian Resources - Minneapolis Financial Advisor and Wealth Management email formats with LeadIQ.

When was Guardian Resources - Minneapolis Financial Advisor and Wealth Management founded?

Guardian Resources - Minneapolis Financial Advisor and Wealth Management was founded in 2010.

Guardian Resources - Minneapolis Financial Advisor and Wealth Management

Financial ServicesMinnesota, United States11-50 Employees

Guardian Resources is a financial services firm based in Minnetonka, Minnesota, serving clients in Minnesota and Wisconsin. It pursues a holistic retirement planning approach that aligns investments with tax, income, and estate planning to ensure all components work together. The firm offers a broad set of retirement strategies, including asset preservation, wealth management, tax strategies, legacy and charitable giving, long-term care planning, and ongoing client education, with investment advice provided through Belpointe Asset Management, LLC.

The organization brings together financial advisors and insurance professionals, including Clifton Ross, Renae Lindberg, Andrew Sherwin, Jeff Olson, Darien Vvenker, and Jason Myhran, plus support staff. It also offers guaranteed lifetime annuity income where available, noting that guarantees depend on the issuing insurer's strength and on policy terms or riders.

Insights

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