Anthony Hellenbrand (CRD# 5865739) is an Investment Advisor Representative working at Safeguard Wealth Management in Minocqua, WI and has over 13 years of experience in the finance industry. Anthony Hellenbrand has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2272376
Commonwealth Financial Network
CRD# 3222759
Rbc Capital Markets, LLC
CRD# 6241348
Associated Investment Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Safeguard Wealth Management | Green Bay, WI | Jan 2020 - Current | 4 |
| Safeguard Income Strategies | Green Bay, WI | Jun 2019 - Current | 4 |
| Fox River Capital | Appleton, WI | Jan 2016 - Jun 2019 | 3 |
| Ffig (futurity First Insurance Group) | Green Bay, WI | Aug 2014 - Jan 2016 | 1 |
| Proequities, Inc. | Green Bay, WI | Aug 2014 - Dec 2015 | 1 |
| Transamerica Financial Advisors, Inc. | De Pere, WI | Jan 2012 - Aug 2014 | 2 |
| World Financial Group | Madison, WI | Nov 2010 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2010 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2010 |
- AZ
- CA
- WI
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Total Assets Under Management339MILLIONS
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Total Number of Accounts906ACCOUNTS
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Average Account Value$373,655
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, IL, IN, LA, MA, MI, MO, NC, NJ, OH, PA, TX, VA, WI
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