Sageguard Financial Group, LLC

Sageguard Financial Group, LLC (CRD# 160266) is a financial advisory firm headquartered in Goodlettsville, TN. They manage $377,910,000 in 2,400 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
3066 Business Park Circle, Goodlettsville, TN 37072
https://twitter.com/dj_sageguard/status/1501935910312501249
By the Numbers
  • Total Assets Under Management
    378
    MILLION
  • Total Number of Accounts
    2,400
    ACCOUNTS
  • Average Account Value
    $157,463
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
The map below shows states where this firm has explicit registration only.

AZ, FL, GA, KY, LA, MI, MO, MS, NC, NH, OH, PA, TN, TX

Financial Advisors at Sageguard Financial Group, LLC
Showing 11 - 12 of 12 top financial advisors.
11
David Perez, financial advisor Goodlettsville TN
David O. Perez
CRD#: 7219617
3066 Business Park Circle, Goodlettsville, TN 37072

David Perez (CRD# 7219617) 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.

12
Chad Wood, financial advisor Goodlettsville TN
Chad C. Wood
CRD#: 7601029
3066 Business Park Circle, Goodlettsville, TN 37072

Chad Wood (CRD# 7601029) 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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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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