Ilkay Sepulveda
Ilkay Sepulveda is a registered investment advisor at Guardian Financial Partners, LLC, based in Laguna Niguel, CA, with 3 years of industry experience. Ilkay 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
Laguna Niguel, CA
Get directionsHistory
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
Ilkay is a licensed insurance agent with National Senior Insurance since August 2012. This role takes nearly all of Ilkay's time.
Employment History
Current Registrations
Guardian Financial Partners, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.