Eric
Sajdak
Safeguard Wealth Management
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About this Advisor
Eric Sajdak is a financial advisor based in Rhinelander, Wisconsin, working with Safeguard Wealth Management. Eric has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Runaway Shoes, Fox River Capital, Safeguard Income Strategies, and Safeguard Wealth Management. Eric has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Wisconsin. Currently, Eric is part of Safeguard Wealth Management, which operates out of Rhinelander, Wisconsin. The firm has 6 offices and 10 employees. The firm manages assets totaling $338.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Safeguard Wealth Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Safeguard Wealth Management Brokerage Details
$338,531,289
10
906
$373,655
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Eric Sajdak Work History
Safeguard Wealth Management
Safeguard Income Strategies
Fox River Capital
Runaway Shoes
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Disclosures
Please visit the SEC profile of Eric Sajdak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Safeguard Wealth Management
Tiffin, OH
Minocqua, WI
Rhinelander, WI
Ballwin, MO
Wauwatasa, WI
Minocqua, WI
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