Safeguard Wealth Management

Safeguard Wealth Management (CRD# 306953) is a financial advisory firm headquartered in Minocqua, WI. They manage $338,531,289 in 906 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
P.o. Box 937, Minocqua, WI 54548
https://www.linkedin.com/company/safeguard-wealth-management/
By the Numbers
  • Total Assets Under Management
    339
    MILLION
  • Total Number of Accounts
    906
    ACCOUNTS
  • Average Account Value
    $373,655
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, IN, LA, MA, MI, MO, NC, NJ, OH, PA, TX, VA, WI

Financial Advisors at Safeguard Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Anthony Hellenbrand, financial advisor Minocqua WI
Anthony J. Hellenbrand
CRD#: 5865739
Minocqua, WI

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.

2
Eric Sajdak, financial advisor Minocqua WI
Eric H. Sajdak
CRD#: 6191394
Minocqua, WI

Eric Sajdak (CRD# 6191394) is an Investment Advisor Representative working at Safeguard Wealth Management in Minocqua, WI and has over 10 years of experience in the finance industry.

3
Andrew Schroeder, financial advisor Minocqua WI
Andrew K. Schroeder
CRD#: 6590512
Minocqua, WI

Andrew Schroeder (CRD# 6590512) is an Investment Advisor Representative working at Safeguard Wealth Management in Minocqua, WI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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