All Things Financial, LLC
Insurance & Financial Services
In 2017, after years in the insurance industry and teaching community classes on Social Security, Medicare and Sustainable Retirement Income, Trey Peterson and Yelisey Kuts founded All Things Financial, LLC (ATF) to provide insurance and financial services to individuals and families. In 2018, they formed an affiliate partnership with Guardian Wealth Strategies—a leading independent registered investment advisory firm—to expand their retirement planning services. Today, Trey and Yelisey independently operate their business as Guardian Wealth Strategies in Burnsville, MN, while integrating technology, services, and strategic planning with the greater Guardian Wealth Strategies organization.