Eric Sajdak (CRD# 6191394) is an Investment Advisor Representative working at Safeguard Wealth Management in Rhinelander, WI and has over 10 years of experience in the finance industry.
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 | Rhinelander, WI | Jun 2019 - Current | 4 |
| Fox River Capital | Appleton, WI | Jan 2016 - Jun 2019 | 3 |
| Runaway Shoes | Green Bay, WI | Jan 2014 - Apr 2016 | 2 |
| Transamerica Financial Advisors, Inc. | Madison, WI | Apr 2013 - Aug 2014 | 1 |
| World Financial Group, Inc. | Madison, WI | Mar 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2013 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2013 |
- CA
- WI
-
Total Assets Under Management339MILLIONS
-
Total Number of Accounts906ACCOUNTS
-
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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