# SAFEGUARD FINANCIAL, LLC

SAFEGUARD FINANCIAL, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 306953
- Type: SEC-registered investment adviser
- SEC file number: 801-125915
- Phone: 920-544-0576
- Latest filing: 2025-03-03
- Regulatory AUM: $601.0M
- Discretionary AUM: $598.4M
- Non-discretionary AUM: $2.6M
- Clients: 10
- Accounts: 1,312

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Anthony John Hellenbrand | PARTNER, CHIEF COMPLIANCE OFFICER | — |
| Eric Hein Sajdak | PARTNER | — |
| Constance A Zirbel | CHIEF OPERATING OFFICER | — |
| HELLENBRAND ANTHONY JOHN | PARTNER, CHIEF COMPLIANCE OFFICER | — |
| SAJDAK ERIC HEIN | PARTNER | — |
| Zirbel Constance A | CHIEF OPERATING OFFICER | — |


## Branch offices (13)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 920-843-1890 |
| — | — | 1 | 920-544-0576 |
| — | — | 1 | 920-544-0576 |
| — | — | 1 | 920-544-0576 |
| — | — | 1 | 920-544-0576 |
| — | — | 1 | 920-544-0576 |
| — | — | 1 | 920-544-0576 |
| — | — | 1 | 920-544-0576 |
| — | — | 1 | 920-544-0576 |
| — | — | 1 | 920-544-0576 |
| — | — | 1 | 920-544-0576 |
| — | — | 1 | 920-544-0576 |
| — | — | 1 | 920-544-0576 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306953/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306953/similar
- Related entities: https://search.stillhousedata.com/firm/306953/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306953

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.