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Anthony John Hellenbrand

Safeguard Wealth Management

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About Anthony John Hellenbrand

Anthony Hellenbrand is a financial advisor at Safeguard Wealth Management, specializing in providing financial advice to individuals and high net worth individuals. Anthony has been in the financial industry since 2010 and has a broad range of experience working with individuals and families in Wisconsin, Arizona, and California. Anthony is a Certified Financial Planner and holds Series 6, 63, 65, and 26 licenses. Anthony currently works in the Minocqua, WI branch office of Safeguard Wealth Management.

Firm Information

Anthony Hellenbrand is currently registered with Safeguard Wealth Management. Safeguard Wealth Management is an investment advisory firm that provides financial planning and portfolio management services to individuals and high-net-worth individuals. The firm has approximately $338.5 million in regulatory assets under management. The firm's main office is located in [City, State].

$338.53M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anthony Hellenbrand’s Registration & Firm History

WI

01/08/2020 - Present

Safeguard Wealth Management (MINOCQUA WI)

WI

08/01/2014 - 01/08/2016

PROEQUITIES, INC. (GREEN BAY WI)

WI

01/06/2012 - 08/07/2014

TRANSAMERICA FINANCIAL ADVISORS, INC (DE PERE WI)

WI

11/30/2010 - 01/06/2012

WORLD GROUP SECURITIES, INC. (MADISON WI)

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Licenses & Designations

IA

Issued 12/17/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/06/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/09/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/08/2016

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony John Hellenbrand.
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