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Lukas Ray Smith

Sageguard Financial Group, LLC

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About Lukas Ray Smith

Lukas Smith is a financial advisor with SageGuard Financial Group, LLC. Lukas is a licensed investment advisor and insurance agent. Lukas Smith has been a financial advisor since 2011. Lukas has been registered with the Securities and Exchange Commission (SEC) since 2016. Lukas Smith has experience with providing financial advice to individuals and high-net-worth individuals. SageGuard Financial Group, LLC is a Registered Investment Advisor and has been in business since 2016.

Firm Information

Lukas Smith is currently registered with Sageguard Financial Group, LLC. Sageguard Financial Group, LLC is an investment advisor headquartered in GOODLETTSVILLE, TN. They provide financial planning, educational seminars, and portfolio management services to individuals and high-net-worth individuals. The firm has approximately $607,720,000 in regulatory assets under management. Their website is HTTP://WWW.SAGEGUARDFINANCIAL.COM.
Sageguard Financial Group, LLC

3066 BUSINESS PARK CIRCLE

GOODLETTSVILLE, TN 37072

$607.72M

Assets Under Management

Not reported

Total Clients

12

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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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Lukas Smith’s Registration & Firm History

TN

12/21/2022 - Present

Sageguard Financial Group, LLC (GOODLETTSVILLE TN)

NY

03/27/2015 - 09/13/2016

UBS SECURITIES LLC (NEW YORK NY)

NJ

10/25/2014 - 09/13/2016

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

TN

08/19/2011 - 04/03/2013

AXA ADVISORS, LLC (FRANKLIN TN)

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Licenses & Designations

BOTH

Issued 09/09/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/13/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lukas Ray Smith.
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