Sageguard Financial Group, LLC

Sageguard Financial Group, LLC (CRD# 160266) is a financial advisory firm headquartered in Goodlettsville, TN. They manage $100,418,932 in 1,566 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    1,566
    ACCOUNTS
  • Average Account Value
    $64,124
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IN, KY, MD, ME, TN, TX

Financial Advisors at Sageguard Financial Group, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Jeffrey P. Atchison
CRD#: 5875146
4601 Buffalo Gap Road, Suite 6-7, Abilene, TX 79606
93
Wealthminder
score

Jeffrey Atchison (CRD# 5875146) is an Investment Advisor Representative working at Sageguard Financial Group, LLC in Abilene, TX and has over 7 years of experience in the finance industry.

2
Darwin D. Johnson
CRD#: 4147691
3066 Business Park Circle, Goodlettsville, TN 37072
93
Wealthminder
score

Darwin Johnson (CRD# 4147691) is an Investment Advisor Representative working at Sageguard Financial Group, LLC in Goodlettsville, TN and has over 17 years of experience in the finance industry.

3
Jarrod P. Null
CRD#: 5405420
303 Creekbend Blvd., Suite B, Nacogdoches, TX 75965
93
Wealthminder
score

Jarrod Null (CRD# 5405420) is an Investment Advisor Representative working at Sageguard Financial Group, LLC in Nacogdoches, TX and has over 10 years of experience in the finance industry.

4
Charles B. Vance
CRD#: 3074947
260 W. Main Street, Suite 221-b, Hendersonville, TN 37075
93
Wealthminder
score

Charles Vance (CRD# 3074947) is an Investment Advisor Representative working at Sageguard Financial Group, LLC in Hendersonville, TN and has over 19 years of experience in the finance industry.

5
Patrick J. Wehrly
CRD#: 5949029
3325 Spring Cypress Rd, Suite 100, Spring, TX 77388
90
Wealthminder
score

Patrick Wehrly (CRD# 5949029) is an Investment Advisor Representative working at Sageguard Financial Group, LLC in Spring, TX and has over 6 years of experience in the finance industry.

6
Travis D. Johnson
CRD#: 6114045
3066 Business Park Circle, Goodlettsville, TN 37072
89
Wealthminder
score

Travis Johnson (CRD# 6114045) is an Investment Advisor Representative working at Sageguard Financial Group, LLC in Goodlettsville, TN and has over 3 years of experience in the finance industry.

7
Vincent J. Silvestri
CRD#: 6261855
3066 Business Park Circle, Goodlettsville, TN 37072
89
Wealthminder
score

Vincent Silvestri (CRD# 6261855) is an Investment Advisor Representative working at Sageguard Financial Group, LLC in Goodlettsville, TN and has over 3 years of experience in the finance industry.

8
Quang N. Nguyen
CRD#: 6527174
Portland, ME
87
Wealthminder
score

Quang Nguyen (CRD# 6527174) is an Investment Advisor Representative working at Sageguard Financial Group, LLC in Portland, ME and has over 2 years of experience in the finance industry.

9
David L. Cowee
CRD#: 5390261
303 Creekbend Blvd., Suite B, Nacogdoches, TX 75965
83
Wealthminder
score

David Cowee (CRD# 5390261) is an Investment Advisor Representative working at Sageguard Financial Group, LLC in Nacogdoches, TX and has over 10 years of experience in the finance industry.

10
Eric J. Viavattene
CRD#: 4245523
3066 Business Park Circle, Goodlettsville, TN 37072
81
Wealthminder
score

Eric Viavattene (CRD# 4245523) is an Investment Advisor Representative working at Sageguard Financial Group, LLC in Goodlettsville, TN and has over 10 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.