Sageguard Wealth Management, Inc.

Sageguard Wealth Management, Inc. (CRD# 158748) is a financial advisory firm headquartered in Westlake, OH. They manage $581,043 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $19,368
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
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.

OH

Financial Advisors at Sageguard Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Nicole L. Bowers
CRD#: 6273529
29638 Detroit Road, Westlake, OH 44145
87
Wealthminder
score

Nicole Bowers (CRD# 6273529) is an Investment Advisor Representative working at Sageguard Wealth Management, Inc. in Westlake, OH and has 1 year of experience in the finance industry.

2
Tara M. Brunst
CRD#: 6316905
29638 Detroit Road, Westlake, OH 44145
63
Wealthminder
score

Tara Brunst (CRD# 6316905) is an Investment Advisor Representative working at Sageguard Wealth Management, Inc. in Westlake, OH and has over 2 years of experience in the finance industry.

3
Raymond A. Erker
CRD#: 2166800
29638 Detroit Road, Westlake, OH 44145
59
Wealthminder
score

Raymond Erker (CRD# 2166800) is an Investment Advisor Representative working at Sageguard Wealth Management, Inc. in Westlake, OH and has over 15 years of experience in the finance industry. Raymond Erker 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.

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