This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

GUARDIAN WEALTH MANAGEMENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 17, 1990earliest registration or exam on IAPD

Years in industry

36derivedfrom the industry start date

Years at current firm

18derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Chartered Financial Consultant

Exams

S65|S63

First exam

Sep 17, 1990

First registration

Aug 30, 1996

Dual registered

no

Other names

TODD BERG

IAPD individual key

2088127

• Occurred

  Dec 31, 2024
  Advisor departed, no destination yet

  Earl Todd Berg no longer registered at Lifebright Investments; no later IA registration on IAPD

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c48b23f6-7af4-a276-d3fe-9c6232330cbd

First observed

Aug 30, 1996

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.