in Savannah, GA. 9. ΔThe principal office where Chanakya Capital Partners performs its advisory services is located at Unit 3, Gc, Ground Floor, 19 Bank Street, Ebene, 72201, which is also the mailing address of the firm. 9 million and provides investment advisory services for 2,405 clients (1:219 advisor/client ratio). This field is for validation purposes and should be left unchanged. BBB accredited since 2/1/2004. • Service and vessel consultation. 2012 - 2021 (9 years) Sageguard Investment Advisory Services. Sageguard Financial Group manages $345. ΔSAGEGUARD FINANCIAL GROUP, LLC 160266 3066 BUSINESS PARK CIRCLE GOODLETTSVILLE, TN 37072 Employment 1 of 1 IA Regulator Registration Status Date IA Tennessee Investment Adviser Representative Approved 12/21/2022 Branch Office Locations This individual does not have any registered Branch Office where the. This field is for validation purposes and should be left unchanged. Space is. This field is for validation purposes and should be left unchanged. Loading view. Investment and Insurance Services We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Δ. President of SageGuard Financial Group 2mo Report this post Report Report. Sign up today for this special event! Sponsored by DJ Johnson, SageGuard Financial Group. This field is for validation purposes and should be left unchanged. 7 million of regulatory assets for 2,871 client accounts. I leverage existing resources, aiming to reduce redundancies and enhance processes for more accurate and efficient. ΔThis field is for validation purposes and should be left unchanged. Loading view. This field is for validation purposes and should be left unchanged. Wesley Group's top competitors include Sageguard Financial Group, First South Financial and The Rein Group. ambrose@cbre. Δ. SageGuard Financial Group, LLC is neither an affiliate nor subsidiary of TD Ameritrade Institutional and. Raymond Erker, and two of his associates, face federal charges for stealing $9. Back Submit. The content of this summary, and the available detailed report, is governed by FINRA Rule 8312, and is primarily based on information filed on uniform registration forms. Similar Advisors. Δ. SageGuard Financial Group, Goodlettsville, Tennessee. Loading view. November 17, 2023. Life Insurance in Goodlettsville, TN. This field is for validation purposes and should be left unchanged. If I can be of service to you. Δ November 17, 2023. Δ. Over the course of their career, Atchison has held roles at Sageguard Investment Advisory Services, Alphastar Capital Management LLC and Sageguard Financial Group, LLC. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. Sageguard Financial Group, LLC (CRD# 160266) is a financial advisory firm headquartered in Goodlettsville, TN. d. Loading view. Loading view. Learn about their Finance market share, competitors, and SageGuard Financial Group's email format. Loading view. This field is for validation purposes and should be left unchanged. Loading view. SAGEGUARD FINANCIAL GROUP, LLC (CRD#:160266) GOODLETTSVILLE, TN : ALPHASTAR CAPITAL MANAGEMENT, LLC (CRD#:157423) Splendora, TX . Loading view. About. Read More . 336th Street Suite 208 Federal Way, WA. Δ. This field is for validation purposes and should be left unchanged. Take the time to think about these three things when shopping for your next vehicle. Tell Us Your Financial Goals ; Get matched with 2 to 3President of SageGuard Financial Group 1y Report this post It’s not the Great Pumpkin, Charlie Brown, but it’s close: a 2,554 lb pumpkin grown in upstate New York has won the U. Loading view. This field is for validation purposes and should be left unchanged. Loading view. SageGuard Financial Group General Information. Loading view. Let's discuss. SageGuard Financial – Right Side Ballroom, Tue Sep 26, 2023 - TACO TUESDAY! Clubhouse Ballroom and Patio Area You are cordially invited to join us for TACO TUESDAY on Tuesday, September 26th from 12:00 to 1:00 at the clubhouse. Loading view. 1 Their goal was to provide individual investors with advice. CRD# 4183126. com. DJ Johnson President of SageGuard Financial Group 11mo. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. Watch [Advisor] on [TV Station]! Get more retirement guidance from [ADVISOR NAME] on [SHOW TITLE], [DAY(S) OF THE WEEK] at [TIME(S)]. Δ. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. This field is for validation purposes and should be left unchanged. Vest Advisory Services Phoenix, AZ Oct 2011 - Jun 2014 2;Jeffrey P. I am an experienced financial services professional with 8 years working in the banking and financial services industry. Provider of retirement and investment planning services serving retirees, married couples, widowers, and baby boomers. Contact David Gordon for financial advice today. SageGuard Financial – Whole Ballroom, Mon Nov 20, 2023 - Please join us for a Thanksgiving Lunch Gathering in the Clubhouse Ballroom. Δ. None of these entities are affiliated with the Social Security Administration or any other governmental agency. in Savannah, GA. This field is for validation purposes and should be left unchanged. Loading view. 7 million and provides investment advisory services for 1,260 clients (1:140 advisor/client ratio). Δ. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. It manages $264. Donato III on the basis of. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. WEHRLY, SAGEGUARD INVESTMENT ADVISORY SERVICES, LLC… SageGuard Financial Group's headquarters are located at 3066 Business Park Cir, Goodlettsville, Tennessee, 37072, United States What is SageGuard Financial Group's phone number? SageGuard Financial Group's phone number is (615) 859-4567 What is SageGuard Financial Group's official website? We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Δ. This field is for validation purposes and should be left unchanged. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. National Apartment Group BC 1 604 662 5141 lance. My Focus: Streamlining operations and financial reporting. ΔThe Best Retirement Plans to Build Your Nest EggGuruFocus provides stock market research, screener, charts, financial, insider trades, gurus, economic data and value investing tools. All communications by SageGuard Financial Group, LLC or any of its managers, officers, employees, representatives, affiliates or agents (collectively “SageGuard”) are subject to our Terms Of Service . Johnson is on the advisory team at Alphastar Capital Management, LLC. None of these entities are affiliated with the Social Security Administration or any other governmental agency. Similar Advisors. Atchison CRD# 5875146 Sageguard Financial Group, LLC. Sageguard Financial Group: $345,874,753: Total Clients Clients Per Financial Advisor Overall Ranking; 2,405: 218: 50%: Financial Services; Financial planning services; Portfolio management for individuals and/or small businesses; Selection of other advisers; FIND MY MATCH : Top Financial Firms . David Cowee is a financial advisor operating in Nacogdoches, Texas, who has been in the industry for 34 years. CONTACT. False statements or omissions may result in denial of your application, revocation of your registration, or criminal SAGEGUARD FINANCIAL. Δ. Meagen received her bachelor’s degree and graduated with the highest honors (summa cum laude) from Sam Houston State University. I served as the Designer / Creative Director / Art Director in charge of advertisement, layout, editorial and cover design as well as type setting, print production, pagination and pre-press. They manage $345,874,753 in 2,405 accounts and serve the financial needs of clients across 3 states (or territories). Sage Financial is an independent fee-only financial. Contact Tracey Hay for financial advice today. Aug 2009 - Present 14 years 4 months. This field is for validation purposes and should be left unchanged. 09/07/2016 - 12/07/2021 . Atchison CRD# 5875146 Sageguard Financial Group, LLC. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Nashville investors, do you have the strategies you need to thrive — not just survive — in a recession? We prepare for floods, fires, and earthquakes, but…SageGuard Financial Group located at 3066 Business Park Circle, Goodlettsville, TN 37072 - reviews, ratings, hours, phone number, directions, and more. This field is for validation purposes and should be left unchanged. Jeffrey P. Are there events disclosed about this. Goodlettsville , Tennessee , United States 11-50Sageguard Financial Group, LLC Spring, TX Dec 2022 - Current < 1; Alphastar Capital Management LLC Cornelius, NC Jul 2021 - Current 2; Office Of Patrick J. This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. Similar Advisors. This organization is not BBB accredited. Δ. crd# 131563 erie, pa ia 01/22/2003 - 12/31/2004 xelan financial planning, inc. Cowee is an employee of Alphastar Capital Management, LLC. Jan 2006 - Present 17 years 11 months. Atchison works at Alphastar Capital Management, LLC. winston@ashfordadvisors. The Safegard Group, Inc. Financial Services; Tax Planning; Our Team; Attend an Event; Refer a Friend; Medicare Partnership; Resources. Gordon is a financial advisor at Equitable Advisors, LLC in Lebanon, Tennessee. Nashville investors, do you have the strategies you need to thrive — not just survive — in a recession? We prepare for floods, fires, and earthquakes, but…In the Media We help individuals and families pursue their ideal retirements. Δ. Work History; Financial Exams; Company Name Location Dates Years; Equitable Advisors, LLC New York, NY Sep 1999 - Current 24;. The rate was higher among African American respondents (38% versus 31% of Caucasians), which wasn’t a surprising statistic given…This field is for validation purposes and should be left unchanged. KARAOKE TICKETS BEING SOLD NOW (Front Desk) Space is limited so this is a wristband event, Cost: $10. Δ. Loading view. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. Loading view. Provided support in the areas of RIA compliance, portfolio management, investment research, as well as middle and back-office functions within a. Loading view. SAGEGUARD FINANCIAL GROUP, LLC (CRD#:160266) PORTLAND, ME . Securities offered through TD Ameritrade Institutional, located at 5010 Wateridge Vista Dr. Work History; Financial Exams; Company Name Location Dates Years; Equitable Advisors, LLC New York, NY Sep 1999. The firm's client base made up entirely of individuals. Get the latest business insights from Dun & Bradstreet. CRD Number: 5021599. This field is for validation purposes and should be left unchanged. Loading view. 07/15/2015 - 09/05/2018 . ΔPresident of SageGuard Financial Group 1y Report this post Report Report. Primary Business Name: SAGEGUARD FINANCIAL GROUP, LLC CRD Number: 160266 Other-Than-Annual Amendment - All Sections Rev. This field is for validation purposes and should be left unchanged. Loading view. There are 4 other people named Corinna Zipp on AllPeople. Δ. Find all the latest SageGuard Financial Group In Nashville, TN coupons, discounts, and promo codes at CouponAnnie in Sep 2023💰. Δ. Marine Corps, First Tennessee National. This field is for validation purposes and should be left unchanged. Δ. This field is for validation purposes and should be left unchanged. November 17, 2023. Wehrly is currently employed by Alphastar Capital Management, LLC. Jeffrey Atchison is a financial advisor operating in Abilene, Texas, who has 2 years of industry experience. Any reliance you place on such information is strictly at your. Loading view. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. All communications by SageGuard Financial Group,…Darwin Johnson (CRD# 4147691) is an Investment Advisor Representative working at Sageguard Financial Group, LLC in Goodlettsville, TN and has over 23 years of experience in the finance industry. Goodlettsville , Tennessee , United States 11-50 Sageguard Financial Group, LLC Spring, TX Dec 2022 - Current < 1; Alphastar Capital Management LLC Cornelius, NC Jul 2021 - Current 2; Office Of Patrick J. sageguard financial group, llc ( crd # 160266/sec#:801-127052 ) show all 14 ASPEN WEALTH MANAGEMENT, WIN FINANCIAL STRATEGIES, VANCE FINANCIAL, THE OFFICES OF PATRICK J. Current Firm: Raymond James Financial Services Advisors, Inc. ubs financial services inc. Loading view. If I can be of service to you. com. Christopher J. ubs securities llc (crd#:7654) new york, ny . The Company offers portfolio management, consulting, financial planning, and. Their career trajectory has included roles at Opjw, Sageguard Financial Group, LLC, Alphastar Capital Management LLC and Golden Rule Wealth Preservation. Atchison CRD# 5875146 Sageguard Financial Group, LLC. Johnson is on the advisory team at Alphastar Capital Management, LLC. Atchison CRD# 5875146 Sageguard Financial Group, LLC. Compare 2 to 3 financial advisors in Savannah, GA . Throughout their career, Wehrly has worked at Office Of Patrick J. Safeguard Investment Advisory Group manages $352. ΔThis field is for validation purposes and should be left unchanged. Loading view. Δ. None of these entities are affiliated with the Social Security Administration or any other governmental agency. Loading view. EIN Number: 27-0724178 Address: 3066 Business Park Circle, Goodlettsville, Tennessee, 37072 Doing Business As: Sageguard Financial Group Llc Phone: 615-859-4567. Work History; Financial Exams; Company Name Location Dates Years; Lpl Financial LLC Lebanon, TN Apr 2001 - Current 22; Exam. Back. 00. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. Δ. This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. Minneapolis, MN Jun 2011 - Nov 2014 3;This field is for validation purposes and should be left unchanged. Sagard also. Menu. It manages $264. William A. IA SAGEGUARD FINANCIAL GROUP, LLC 160266 Spring, TX 11/10/2014 - 12/07/2021 IA REDHAWK WEALTH ADVISORS, INC. Loading view. 4738 or send us an email at info@unionfinancialsvc. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Patrick Wehrly is a financial advisor operating in Cornelius, North Carolina, who has 2 years of industry experience. Back Submit. Contact Tracey Hay for financial advice today. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Safeguard Investment Advisory Group, registered in 2017, serves 12 state (s) with a licensed staff of 9 advisors. Find related and similar companies as. Doors Open: 6:30pm Movie Showing: 7:00pmThis field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. Viavattene is a financial advisor at Kingsly Capital, LLC in Phoenix, Arizona. Δ. President of SageGuard Financial Group 10mo Report this post Report Report. Financial Services in Victoria, BC. Loading view. This field is for validation purposes and should be left unchanged. S. Δ We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Sageguard Financial Group Not associated with Indyfin. SAGEGUARD FINANCIAL GROUP, LLC (CRD#:160266) GOODLETTSVILLE, TN : PAUL WINKLER, INC. (CRD#:119342) GOODLETTSVILLE, TN . State Securities Law Exam. Δ. Δ. This field is for validation purposes and should be left unchanged. Loading view. SAGEGUARD FINANCIAL GROUP, LLC 3 years 1 month Insurance Specialist SAGEGUARD FINANCIAL GROUP, LLC May 2020 - Aug 2020 4 months. has let Russia’s payment license lapse, leaving Russia to make nearly $2 billion in debt payments until the end of 2022. 4M in assets under management (AUM), dropping by -97. Sageguard Financial Group Phoenix, AZ Jun 2014 - May 2021 6; Eric James Financial Advisory, Pllc Phoenix, AZ Nov 2010 - Jan 2018 7; H. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. This field is for validation purposes and should be left unchanged. Throughout their career, they have worked at Sageguard Investment Advisory Services, Pineywoods Financial, Brookstone Capital Management LLC and Alphastar Capital. Δ. Δ. Over the course of their career, Johnson has held roles at Sageguard Financial Group, Alphastar Capital Management LLC and Sageguard Financial. This field is for validation purposes and should be left unchanged. View SageGuard Financial Group (location in Tennessee, United States , revenue, industry and description. Hodges is a financial advisor at Lpl Financial LLC in Lebanon, Tennessee. Personalized advice for portfolio size of 100K & above . The content of this summary, and the available detailed report, is governed by FINRA Rule 8312, and is primarily based on information filed on uniform registration forms. Loading view. President of SageGuard Financial Group 11mo Report this post The IRS has released the 2023 tax brackets, with adjustments for inflation and increased standard deductions. Work History; Financial Exams; Company Name Location Dates Years; Equitable Advisors, LLC New York, NY Sep 1999 - Current 24;Douglas Horne is a financial advisor who works out of Cornelius, North Carolina with a total of 2 years of industry experience. All information available through this website is the property of The Wehrly Group (the “Company”) or its information providers and is protected by. Save Money With Limited Time Deals. 03/27/2015 - 09/13/2016 . Oct 2022 Apr Jul Oct 2023 Apr Jul Oct 2024 Apr Jul Oct IA SAGEGUARD FINANCIAL GROUP, LLC (CRD# 160266) 2022 - Present (<1 year) IA ALPHASTAR CAPITAL MANAGEMENT, LLC (CRD# 157423) 2022 - 2023 (<1 year) Disclosure(s) Close. IA 01/25/2014 - 12/31/2016 SAGEGUARD FINANCIAL GROUP, LLC CRD# 160266 GOODLETTSVILLE, TN B 11/05/2013 - 01/23/2014 CENTER STREET SECURITIES, INC. Loading view. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. Join Facebook to connect with Denae Jones and others you may know. Sageguard Financial Group manages $345. This field is for validation purposes and should be left unchanged. 02/07/2020 - 06/10/2020 . Smith. This field is for validation purposes and should be left unchanged. Sageguard Financial Group, Llc. Work History; Financial Exams; Company Name Location Dates Years; Lpl Financial, LLC Lebanon, TN Apr 2001 - Current 22;. Contact Christopher Hodges for financial advice today. Written by investor. Videos; Blog; Podcasts; Schedule a Meeting; Subscribe to our YouTube Channel;. Safeguard Wealth Management manages $183. info@unionfinancialsvc. (crd#:8174) nashville, tn . Safeguard Investment Advisory Group manages $352. Hay is a financial advisor at Equitable Advisors, LLC in Lebanon, Tennessee. com Find more info on AllPeople about Corinna Zipp and Primerica Financial Services, as well as people who work for similar businesses nearby, colleagues for other branches, and more. SageGuard Financial Group, LLC provides investment advisory and brokerage services. 2012 2014 2016 2018 2020 2022 2024 ia sageguard financial group, llc (crd# 160266) 2022 - present (<1 year) ia alphastar capital management, llc (crd#. 2021 - Present (2 years) Alphastar Capital Management LLC. Loading view. net. Δ. To receive your ticket(s), you MUST sign-up on the HOA website. , San Diego, California 92121, (800) 431-3500. Tickets will be distributed on Thursday, March 2 at 1:00 PM in the Right-Side Ballroom. Δ. . SageGuard Financial Group General Information. 6 million and provides investment advisory services for 196 clients (1:65 advisor/client ratio). ΔWe are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Previously, Dj was the National Sales Manager at Firs t Horizon National and also held positions at U. This field is for validation purposes and should be left unchanged. Loading view. 2008 - Present (15 years) Pineywoods Financial Services. ΔMeagen is dedicated to helping clients and their families realize their financial needs and goals so they can retire with confidence. Disclosure Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. SageGuard Financial Group has $6. Sageguard Financial Group, LLC is a large advisory firm based in Goodlettsville. Darwin Johnson is a financial advisor working in Cornelius, North Carolina with a total of 2 years of industry experience. Wehrly, Redhawk Wealth Advisors, Inc, Alphastar Capital Management LLC and Sageguard Financial Group, LLC. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. This field is for validation purposes and should be left unchanged. Plan to join DJ Johnson, President of SageGuard Financial Group. Additional Information. The company offers asset management, tax planning services and retirement planning, thereby completing client's expectations. Δ. Similar Advisors. Atchison CRD# 5875146 Sageguard Financial Group, LLC. This field is for validation purposes and should be left unchanged. 07/15/2015 - 09/05/2018 . Loading view. SageGuard Financial Group, LLC is neither an affiliate nor subsidiary of TD Ameritrade. Δ. Loading view. ΔLife Insurance A recent insurance survey conducted by the Life Insurance Marketing and Research Association (LIMRA) found that one-third of consumers were considering buying life insurance due to the COVID-19 pandemic. All Codes Verified. 8 miles away from Sageguard Financial Group When you need quick, reliable access to cash or financial services, the Speedy Cash in Madison is your go-to stop! Since 2013, the team at our store on 120 Gallatin Pike S. Loading view. SAGEGUARD FINANCIAL GROUP Company Profile | Goodlettsville, TN | Competitors, Financials & Contacts - Dun & Bradstreet Find company research, competitor. 7 million of regulatory assets for 2,871 client accounts. Loading view. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Our Leadership Team is comprised of passionate financial planners and professionals serving the Atlanta area. Adams. Darwin Johnson (CRD# 4147691) is an Investment Advisor Representative working at Sageguard Financial Group, LLC in Goodlettsville, TN and has over 23 years of experience in the finance industry. Three persons, including. Δ. S. Back Submit. Δ. Back. Christopher W. As an independent Investment. Δ. This field is for validation purposes and should be left unchanged. in Lebanon, TN and has over 16 years of experience in the finance industry. *Retirement Planning. This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. Loading view. com. Loading view. Loading view. Provide investment and insurance advice, support and consultation for pre-retirees and retirees. Whalewisdom has at least 4 13F filings. Δ. SAGEGUARD FINANCIAL GROUP Company Profile | Goodlettsville, TN | Competitors, Financials & Contacts - Dun & Bradstreet Find company research, competitor information, contact details & financial data for !company_name! of !company_city_state!. Sageguard Financial Group, LLC is a large advisory firm based in Goodlettsville. November 17, 2023. Their career trajectory has included roles at Alphastar Capital Management LLC, Sageguard Financial Group, LLC and Aspen Wealth Management. FEBRUARY EVENTS. Loading view. Δ. Δ. Central Index Key (CIK): 0001861378President of SageGuard Financial Group 1d Report this post Report Report. They manage $345,874,753 in 2,405 accounts and. Sageguard Financial Group Not associated with Indyfin. 1 There’s an interesting dichotomy among demographics when it comes to retirement planning these…We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This field is for validation purposes and should be left unchanged. Our industry experts bringing together a unique mix of experience and skills to help our reach your financial goals. Loading view. 10/2021 9/20/2023 5:50:08 AM WARNING: Complete this form truthfully. Darwin Johnson is a financial advisor working in Cornelius, North Carolina with a total of 2 years of industry experience. Contact Christopher Hodges for financial advice today. Loading view. Δ. Coast Guard captain and Registered Financial Consultant, can support your charter business through myriad services such as: • Development of effective, efficient operational plans. Δ. Participated in various trainings to expand ethical decision making. 146616 SPRING, TX 06/29/2011 - 11/19/2014 For additional registration and employment history details as reported by the individual, refer to the Registration and Employment History section of the Detailed Report. 08/31/2016 - 12/07/2021 . Participated in various trainings to expand ethical decision making. Is it 2008 all over again? Should we be worried about the financial system collapsing? Deep breath. This field is for validation purposes and should be left unchanged. The Company offers portfolio management, consulting, financial planning, and investment supervisory services. Jeffrey P. crd# 123794 erie, pa employment. This field is for validation purposes and should be left unchanged. President of SageGuard Financial Group 1y Report this post SEC Chair Gary Gensler is encouraging his agency to explore and further develop regulations regarding cryptocurrency. Loading view. IA SAGEGUARD FINANCIAL GROUP, LLC 160266 GOODLETTSVILLE, TN 08/31/2016 - 12/07/2021 For additional registration and employment history details as reported by the individual, refer to the Registration and Employment History section of the Detailed Report. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. offers retirement income planning services, tax planning, insurance and estate planning and assistance with decisions concerning major sales or purchases. He has passed the Series 63 and 65 securities exams and holds annuity, health and life insurance licenses. This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. Indyfin; Savannah; John Evans. Safeguard Investment Advisory Group, registered in 2017, serves 12 state (s) with a licensed staff of 9 advisors. We help our clients achieve financial goals through strategic planning and management. Jeffrey P.