Tara Brunst, financial advisor Westlake OH
65 score

Tara Brunst

CRD Number: 6316905
Current Firm: Sageguard Wealth Management, Inc.

Tara Brunst (CRD# 6316905) is an Investment Advisor Representative working at Sageguard Wealth Management, Inc. in Westlake, OH and has over 3 years of experience in the finance industry.

Similar Advisors
Robert Gavlak, financial advisor Westlake OH
Robert J. Gavlak
CRD# 5686543
Strategic Wealth Partners, Ltd.
Similar Advisors
Jeffrey Bogart, financial advisor Westlake OH
Jeffrey A. Bogart
CRD# 2049796
Jeffrey A Bogart Investment Advisor
Similar Advisors
Stephen Eppich, financial advisor Westlake OH
Stephen A. Eppich
CRD# 1454349
Liberty Partners Capital Management, LLC
Company Name Location Dates Years
Sageguard Wealth Management Westlake, OH Jul 2015 - Current 2
Pnc Investments Rocky River, OH Nov 2014 - Jul 2015 < 1
Pnc Bank Rocky River, OH Nov 2014 - Jul 2015 < 1
Pnc Investments Rocky River, OH Mar 2014 - Nov 2014 < 1
Pnc Bank Rocky River, OH Mar 2014 - Nov 2014 < 1
Pnc Bank Rocky River, OH Mar 2012 - Mar 2014 2
First Place Bank North Ridgeville, OH Jan 2011 - Feb 2012 1
Lender Processing Services Solon, OH Feb 2009 - Jan 2011 1
Ohio Savings Bank Westlake, OH Apr 2007 - Dec 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Tara M. Brunst
Phone Number: 440-892-2000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.