Sageguard Financial Group, LLC

Sageguard Financial Group, LLC (CRD# 160266) is a financial advisory firm headquartered in Goodlettsville, TN. They manage $183,000,000 in 1,880 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    183
    MILLION
  • Total Number of Accounts
    1,880
    ACCOUNTS
  • Average Account Value
    $97,340
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, GA, IN, KY, MD, ME, TN, TX

Financial Advisors at Sageguard Financial Group, LLC
Showing 1 - 10 of 13 top financial advisors.
1
John F. Evans
CRD#: 4628062
707 Landings Way, Savannah, GA 31411
96
Wealthminder
score

John Evans (CRD# 4628062) is an Investment Advisor Representative working at Sageguard Financial Group, LLC in Savannah, GA and has over 15 years of experience in the finance industry. John Evans 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.

2
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.

3
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.

4
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.

5
Lukas R. Smith
CRD#: 5795552
3066 Business Park Circle, Goodlettsville, TN 37072
93
Wealthminder
score

Lukas Smith (CRD# 5795552) is an Investment Advisor Representative working at Sageguard Financial Group, LLC in Goodlettsville, TN and has over 6 years of experience in the finance industry.

6
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.

7
Patrick J. Wehrly
CRD#: 5949029
3325 Spring Cypress Rd, Suite 100, Spring, TX 77388
93
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.

8
Travis D. Johnson
CRD#: 6114045
3066 Business Park Circle, Goodlettsville, TN 37072
90
Wealthminder
score

Travis Johnson (CRD# 6114045) is an Investment Advisor Representative working at Sageguard Financial Group, LLC in Goodlettsville, TN and has over 4 years of experience in the finance industry.

9
Quang N. Nguyen
CRD#: 6527174
Portland, ME
89
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.

10
Joseph W. Wehrly
CRD#: 6685613
3066 Business Park Circle, Goodlettsville, TN 37072
88
Wealthminder
score

Joseph Wehrly (CRD# 6685613) is an Investment Advisor Representative working at Sageguard Financial Group, LLC in Goodlettsville, TN and has 1 year of experience in the finance industry.

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