Δ. Loading view. This field is for validation purposes and should be left unchanged. 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. 3 million from 54. S. Sageguard Financial Group Phoenix, AZ Jun 2014 - May 2021 6; Eric James Financial Advisory, Pllc Phoenix, AZ Nov 2010 - Jan 2018 7; H. About this Advisor. Δ. • Proper book- and record-keeping strategies. Brokerage and investment advisory services and fees differ, and it is important that you understand the differences. SageGuard Financial Group, LLC is an investment adviser registered with the Securities and Exchange Commission offering advisory accounts and services. Loading view. 770-390-2605. There's…This field is for validation purposes and should be left unchanged. Texas insurance license #_____. Δ. Δ. Office is closed May 29th for Memorial Day. Loading view. New Business Case Manager. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. 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. This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. Patrick Wehrly is a financial advisor operating in Cornelius, North Carolina, who has 2 years of industry experience. 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. info@unionfinancialsvc. ΔIAPD provides information on Investment Adviser firms regulated by the SEC and/or state securities regulatorsSAGEGUARD FINANCIAL GROUP, LLC: FLORIDA FOREIGN LIMITED-LIABILITY COMPANY: WRITE REVIEW: Address: 3066 Business Park Circle Goodlettsville, TN 37072-3594 : Address Types: Principal: Registered Agent: Amsden Russell: Filing Date: June 02, 2016: File Number: M16000004482: Contact Us About The Company Profile. 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. S. Δ. Jeffrey P. 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. Written by investor. Our industry experts bringing together a unique mix of experience and skills to help our reach your financial goals. You can reach the main office by calling the phone number + 230-468-1677 or by fax. SAGEGUARD FINANCIAL GROUP, LLC (CRD#:160266) GOODLETTSVILLE, TN : PAUL WINKLER, INC. Sageguard Financial Group, LLC is a large advisory firm based in Goodlettsville. Δ. Raymond Erker, and two of his associates, face federal charges for stealing $9. Loading view. 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 . Throughout their career, they have worked at Sageguard Investment Advisory Services, Pineywoods Financial, Brookstone Capital Management LLC and Alphastar Capital. Contact David Gordon for financial advice today. 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. 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. Written by investor. Δ. Viavattene is a financial advisor at Kingsly Capital, LLC in Phoenix, Arizona. Δ. 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. SageGuard Financial Group is a financial services company that provides retirement planning, investment planning, and asset management. 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. President of SageGuard Financial Group 2mo Report this post Report Report. Contact Christopher Hodges for financial advice today. record. SAGEGUARD FINANCIAL GROUP, LLC (CRD#:160266) PORTLAND, ME . SageGuard Financial Group was a net seller of stock by $-213M. Δ. Δ. 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. Loading view. Loading view. Description. 🚀 Enjoy a 7-Day Free Trial Thru Mar 20, 2023! Sign UpCaptain Patrick Wehrly, a U. 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. DJ Johnson President of SageGuard Financial Group 11mo Do you have a CPA practice looking to grow and partner with a Financial. Loading view. False statements or omissions may result in denial of your application, revocation of your registration, or criminal SAGEGUARD FINANCIAL. This event is capped at 100 residents / Limit 2 per household. Sageguard Financial Group, registered in 2022, serves 3 state (s) with a licensed staff of 11 advisors. Corporate Branch Location: 500 S. 11%. David is a financial professional who can offer investment and insurance products and services. Contact Bedford Kirkland for financial advice today. This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. SageGuard Financial Group, LLC provides investment advisory and brokerage services. This field is for validation purposes and should be left unchanged. Join Facebook to connect with Wendy Ward-D'Angelo and others you may know. Sign up today for this special event! Sponsored by DJ Johnson, SageGuard Financial Group. If I can be of service to you. This field is for validation purposes and should be left unchanged. 2012 2014 2016 2018 2020 2022 2024 ia sageguard financial group, llc (crd# 160266) 2022 - present (<1 year) ia alphastar capital management, llc (crd# 157423) 2021 - 2023 (1 year) ia sageguard financial group, llc (crd# 160266) 2013 - 2021 (8 years) ia brookstone capital management llc (crd# 141413) 2011 - 2013 (2 years) disclosure(s)President. Contact Tracey Hay for financial advice today. Δ. Financial Services; Tax Planning; Our Team; Attend an Event; Refer a Friend; Medicare Partnership; Resources. In its midyear review, market analysts at Charles Schwab say that economic growth in the United States may have peaked in the second quarter of this year, and it believes China experienced its peak in the fourth quarter of 2020. Hodges is a financial advisor at Lpl Financial LLC in Lebanon, Tennessee. Δ. Back Submit. SageGuard Financial 11mo Report this post Report Report. Contact. This field is for validation purposes and should be left unchanged. Thursday, March 2 / 1:00 PM. SAGEGUARD FINANCIAL GROUP, LLC (CRD#:160266) GOODLETTSVILLE, TN . SageGuard Financial Group, DJ Johnson is excited to provide 100 tickets to the Nashville Lawn and Garden Show. None of these entities are affiliated with the Social Security Administration or any other governmental agency. Over the course of their career, Atchison has held roles at Sageguard Investment Advisory Services, Alphastar Capital Management LLC and Sageguard Financial Group, LLC. Δ. *Retirement Planning. Current Firm Details 3066 Business Park Circle, Goodlettsville, TN 37072 4. Coast Guard captain and Registered Financial Consultant, can support your charter business through myriad services such as: • Development of effective, efficient operational plans. This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. Life Insurance in Goodlettsville, TN. SageGuard Financial Group, LLC is neither an affiliate nor subsidiary of TD Ameritrade. Δ. in Lebanon, TN and has over 16 years of experience in the finance industry. com. This field is for validation purposes and should be left unchanged. Loading view. This field is for validation purposes and should be left unchanged. Christopher W. Back. Patrick Wehrly is a financial advisor operating in Cornelius, North Carolina, who has 2 years of industry experience. Loading view. This field is for validation purposes and should be left unchanged. 10/07/2014 - 09/13/2016 . This field is for validation purposes and should be left unchanged. com. Participated in various trainings to expand ethical decision making. Sageguard Financial Group is a large advisory firm with 2405 clients and discretionary assets under management (AUM) of $87,500,000 (Form ADV from 2023-09-28). com. Life Insurance in Goodlettsville, TN. This field is for validation purposes and should be left unchanged. ia 09/07/2016 - 12/07/2021 sageguard financial group, llc crd# 160266 goodlettsville, tn b 03/27/2015 - 09/13/2016 ubs securities llc crd# 7654 new york, ny b 10/25/2014 - 09/13/2016 ubs financial services inc. Adams CRD# 4183126 Raymond James Financial Services Advisors, Inc. SAGEGUARD FINANCIAL GROUP, LLC 3 years 1 month Insurance Specialist SAGEGUARD FINANCIAL GROUP, LLC May 2020 - Aug 2020 4 months. Loading view. Work History; Financial Exams; Company Name Location Dates Years; Equitable Advisors, LLC New York, NY Sep 1999 - Current 24;. Johnson is on the advisory team at Alphastar Capital Management, 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. Vest Advisory Services Phoenix, AZ Oct 2011 - Jun 2014 2;Jeffrey P. IA. United States Canada UK Hong Kong Japan Australia New Zealand. This document gives you a summary of theSageguard Financial Group, Llc (1861378) SEC Filing 13F-HR Institutional Manager Holdings Report for the period ending Thursday, September 30, 2021This field is for validation purposes and should be left unchanged. Work History; Financial Exams; Company Name Location Dates Years; Equitable Advisors, LLC New York, NY Sep 1999. Δ. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. has let Russia’s payment license lapse, leaving Russia to make nearly $2 billion in debt payments until the end of 2022. Wehrly is currently employed by Alphastar Capital Management, 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. regulators, customer disputes and arbitrations, and financial disclosures such as bankruptcies and unpaid judgments or liens. See the full list of Wesley Group alternatives and competitive updates on Owler, the world’s largest. SAGEGUARD 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 12/20/2022 Branch Office Locations This individual does not have any registered Branch Office where the. Disclosure Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. 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. 6 Social Security Changes for 2022 investopedia. crd# 8174 nashville, tn 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. I leverage existing resources, aiming to reduce redundancies and enhance processes for more accurate and efficient. Δ. Δ November 17, 2023. Δ. Tracey L. About Sagard. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. 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. Sagard also. It manages $264. Christopher W. This field is for validation purposes and should be left unchanged. Provider of retirement and investment planning services serving retirees, married couples, widowers, and baby boomers. Δ. 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. My specialties include the following, but are not limited to: * Financial Planning. This field is for validation purposes and should be left unchanged. Work History; Financial Exams; Company Name Location Dates Years; Osaic Lebanon, TN Oct 2023 - Current < 1; The Ameriflex Group Las Vegas, NV Oct 2023 - Current < 1; Studio 9 Financial & Insurance Services Lebanon, TN Dec 2012 - Current 10;This field is for validation purposes and should be left unchanged. Wehrly works at Alphastar Capital Management, LLC. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. Δ. SageGuard Financial Group is a financial advisor and investment management firm that's based in Goodlettsville, Tennessee, which is just outside Nashville. Any reliance you place on such information is strictly at your. Loading view. SageGuard Financial Group General Information. Sagard Investment Management Montreal, Quebec 10,327 followers Sagard is a multi-strategy alternative asset manager building great businesses through capital, culture,. Loading view. Loading view. Wyman & Associates, newly rebranded to Wyman Financial Solutions. IA SAGEGUARD FINANCIAL GROUP, LLC 160266 Spring, TX 11/10/2014 - 12/07/2021 IA REDHAWK WEALTH ADVISORS, INC. Minneapolis, MN Jun 2011 - Nov 2014 3 According to PwC’s recent Retirement in America report, the median retirement savings among people ages 55 to 64 is $120,000. 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. Christopher J. Δ. Unfortunately, that likely would provide less than $1,000 per month for a retiree, for only 15 years. 2009 - 2013. offers retirement income planning services, tax planning, insurance and estate planning and assistance with decisions concerning major sales or purchases. SageGuard Financial 11mo Report this post Report Report. Hay is a financial advisor at Equitable Advisors, LLC in Lebanon, Tennessee. ia 10/11/2017 - 12/07/2021 sageguard financial group, llc crd# 160266 savannah, ga ia 02/23/2007 - 10/11/2017 brookstone capital management llc crd# 141413 savannah, ga ia 10/04/2004 - 01/16/2009 greenbook investment management, inc. Della M Calonge and Bethany G Hudson spent some time in this place. GREG AMBROSE Vice President National Apartment Group BC 1 604 662 5178 greg. Loading view. Δ. This field is for validation purposes and should be left unchanged. My Focus: Streamlining operations and financial reporting. SageGuard Financial Group, LLC is neither an affiliate nor subsidiary of TD Ameritrade Institutional and does not provide tax or legal services. Loading view. This field is for validation purposes and should be left unchanged. Loading view. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Arizona, California, Florida, and 13 other states. Gordon is a financial advisor at Equitable Advisors, LLC in Lebanon, Tennessee. Back. This field is for validation purposes and should be left unchanged. Loading view. Let's discuss. Loading view. Sageguard Financial Group Not associated with Indyfin. Δ. zipp@primerica. Δ. 08/31/2016 - 12/07/2021 . Their career trajectory has included roles at Opjw, Sageguard Financial Group, LLC, Alphastar Capital Management LLC and Golden Rule Wealth Preservation. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. Joseph Wehrly is a financial advisor who works out of Spring, Texas who has 2 years of relevant experience. ΔThis field is for validation purposes and should be left unchanged. William A. Joseph Wehrly is a financial advisor who works out of Spring, Texas who has 2 years of relevant experience. Meagen received her bachelor’s degree and graduated with the highest honors (summa cum laude) from Sam Houston State University. Provider of retirement and investment planning services serving retirees, married couples, widowers, and baby. This field is for validation purposes and should be left unchanged. ΔIA SAGEGUARD FINANCIAL GROUP, LLC 160266 GOODLETTSVILLE, TN 06/23/2017 - 12/07/2021 IA ASPEN WEALTH MANAGEMENT 164591 SUGAR LAND, TX 06/06/2017 - 09/20/2017. If you need immediate assistance or have questions in the meantime, feel free to give us a call at 931. Sageguard Financial Group, LLC is a large advisory firm based in Goodlettsville. Jeffrey P. Δ. She began her career in marketing in 2015 before joining The Wehrly Group. 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!. I currently work as an Investment Advisory Specialist at SageGuard. Atchison CRD# 5875146 Sageguard Financial Group, LLC. * Managed Investment Portfolios. Jeffrey P. This field is for validation purposes and should be left unchanged. Atchison CRD# 5875146 Sageguard Financial Group, LLC. Jeffrey P. Loading view. Portage’s portfolio companies included in this list reflect its current portfolio companies with over US$2M in invested capital (Portage Ventures III) and over. Back Submit. As an independent Investment. Heidi King (CRD# 5021599) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. com. Loading view. Loading view. ΔAll 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 . 02/07/2020 - 06/10/2020 . 9. Previously, Dj was the National Sales Manager at Firs t Horizon National and also held positions at U. Loading view. Wehrly Spring, TX Oct 1993 - Current 29; Sageguard Financial Group, LLC Spring, TX Nov 2014 - Dec 2021 7; Redhawk Wealth Advisors, Inc. This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. November 17, 2023. This field is for validation purposes and should be left unchanged. Δ. Christopher J. Δ. 288 likes. Our financial advisors will help you develop strategies to prepare for unexpected medical expenses, ways to create income to help support your desired lifestyle as you plan for retirement, and methods to manage wealth and assets efficiently. Δ. Financial Services in Victoria, BC. 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. Loading view. Provided support in the areas of RIA compliance, portfolio management, investment research, as well as middle and back-office functions within a. com. com. Take the time to think about these three things when shopping for your next vehicle. Additional information about Alphastar Capital Management, LLC and SageGuard Financial Group, LLC are also available on the… Show more Investment advisory services are offered through Alphastar. See BBB rating, reviews, complaints, & more. Loading view. If I can be of service to you. Bryson is a financial advisor at Equitable Advisors, LLC in Lebanon, Tennessee. This field is for validation purposes and should be left unchanged. ΔThis field is for validation purposes and should be left unchanged. Over the course of their career, Johnson has held roles at Sageguard Financial Group, Alphastar Capital Management LLC and Sageguard Financial. SageGuard Financial 3y Report this post Report Report. Central Index Key (CIK): 0001861378President of SageGuard Financial Group 1d Report this post Report Report. None of these entities are affiliated with the Social Security Administration or any other governmental agency. 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. Loading view. SageGuard Financial Group is a financial advisor and investment management firm that's based in Goodlettsville, Tennessee, which is just outside. Safeguard Investment Advisory Group, registered in 2017, serves 12 state (s) with a licensed staff of 9 advisors. SageGuard Financial Group, LLC provides investment advisory and brokerage services. Current Firm: Raymond James Financial Services Advisors, Inc. Safeguard Investment Advisory Group, registered in 2017, serves 12 state (s) with a licensed staff of 9 advisors. 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. Loading view. Δ. Wehrly works at Alphastar Capital Management, LLC. 4738 or send us an email at info@unionfinancialsvc. 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. 7 million and provides investment advisory services for 1,260 clients (1:140 advisor/client ratio). Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. Δ. 2012 2014 2016 2018 2020 2022 2024 ia sageguard financial group, llc (crd# 160266) 2022 - present (<1 year) ia alphastar capital management, llc (crd#. On March 10th, Silicon Valley Bank (SVB), a bank catering to startups closed its doors after it could no longer cover withdrawals. SageGuard Financial Group located at 3066 Business Park Circle, Goodlettsville, TN 37072 - reviews, ratings, hours, phone number, directions, and more. President of SageGuard Financial Group 2mo Report this post Report Report. Δ. 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. Goodlettsville , Tennessee ,. CRD# 4183126. BBB accredited since 2/1/2004. com. IA SAGEGUARD FINANCIAL GROUP, LLC 160266 Savannah, GA 10/11/2017 - 12/07/2021 IA BROOKSTONE CAPITAL MANAGEMENT LLC 141413 Savannah, GA 02/23/2007 - 10/11/2017 For additional registration and employment history details as reported by the individual, refer to the Registration and EmploymentAbout this Advisor. This field is for validation purposes and should be left unchanged. This organization is not BBB accredited. Analyst Sentiment - World. Jeffrey P. ubs financial services inc. This field is for validation purposes and should be left unchanged. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Arizona, California, Florida, and 13 other states. 3d Report this post Whether celebrating with a cookout, family gathering, or watching the fireworks with friends, Independence Day reminds us to give thanks. Germany Switzerland Spain Poland Netherlands Greece France Ireland Italy Belgium Austria Israel TürkiyeThis field is for validation purposes and should be left unchanged. ΔSageGuard Financial Group 2012 - Aug 2016 4 years. Atchison works at Alphastar Capital Management, LLC. Loading view. sageguard financial group, llc (crd#:160266) goodlettsville, tn . The Safegard Group, Inc. Sageguard Financial Group manages $345. SageGuard Financial Group is a financial services company that provides retirement planning, investment planning, and asset management. SageGuard Financial Group has $6. SageGuard Financial Group, LLC 3066 Business Park Circle Goodlettsville, TN 37072 Phone: (615) 859-4567 Email: [email protected] L. This field is for validation purposes and should be left unchanged. (crd#:8174) nashville, tn . The Company offers portfolio management, consulting, financial planning, and investment supervisory services. 7 million of regulatory assets for 2,871 client accounts. Raymond Erker, and two of his associates, face federal charges for stealing $9. Jeffrey Atchison is a financial advisor operating in Abilene, Texas, who has 2 years of industry experience. Sageguard Financial Group, LLC (CRD# 160266) is a financial advisory firm headquartered in Goodlettsville, TN. Δ. 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. It manages $264. This field is for validation purposes and should be left unchanged. Tuesday, February 21 / 2:30 PM - 4:00 PMThis field is for validation purposes and should be left unchanged. net. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. Loading view. 10/2021 9/20/2023 5:50:08 AM WARNING: Complete this form truthfully. SAGEGUARD FINANCIAL GROUP, LLC (CRD#:160266) GOODLETTSVILLE, TN . Contact info: czipp@primerica. Menu. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. Hodges is a financial advisor at Lpl Financial LLC in Lebanon, Tennessee. We keep our clients well-informed, prepared to succeed with in-house, specialty expertise, and original thought leadership. 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. November 17, 2023. Description. The Company offers portfolio management, consulting, financial planning, and. Loading view. 7 million of regulatory assets for 2,871 client accounts. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser.