Eric
Sajdak
Safeguard Wealth Management
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About this Advisor
Eric Sajdak is a chartered financial consultant based out of Rhinelander, Wisconsin, with a total of 3 years of industry experience. Sajdak is currently employed by Safeguard Wealth Management. Throughout their career, they have worked at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Student, Runaway Shoes, Fox River Capital, Safeguard Income Strategies and Safeguard Wealth Management. Sajdak maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in California and Wisconsin. Safeguard Wealth Management is a company operating in Rhinelander, Wisconsin. It has just five advisors. It administers $184 million in assets between its 196 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 196 accounts, 31% belong to high-net-worth individuals who have at least $1 million in assets. The business performs a few services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees usually are based on which services the firm provides the client. Fee types billed by Safeguard Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Safeguard Wealth Management Brokerage Details
$183,554,900
5
196
$936,505
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Eric Sajdak Work History
Eric has been registered as a financial advisor for 3 years.*
Safeguard Wealth Management
Safeguard Income Strategies
Fox River Capital
Runaway Shoes
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Rhinelander, WI
Tiffin, OH
Ballwin, MO
Green Bay, WI
Green Bay, WI
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