Chad Wood has been an investment adviser representative at SageGuard Financial Group since December 2022, and is not listed among the firm’s executive officers or direct owners.
Sageguard Financial Group, LLC is a Goodlettsville, TN firm with $756M under management, 2,469 clients and 14 advisers across 4 offices, as of its July 2026 filing.
Chad Wood’s longest registration is the current one, 3 years at SageGuard Financial Group since 2022. Before joining SageGuard Financial Group in 2022, Chad Wood was registered through Alphastar Capital Management, LLC.
- – present · 3 yearsGoodlettsville, TN · Adviser representative · Firm CRD 160266
- Alphastar Capital Management, LLC– · under a yearNacogdoches, TX · Adviser representative · Firm CRD 157423
Investment adviser representative registrations
Chad Wood is registered as an investment adviser representative in Texas, since December 2022.
- TexasSince 22 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 June 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Chad Clayton Wood
- CRD
- 7601029
- Firm
- SageGuard Financial Group · CRD 160266
- Office
- 3066 BUSINESS PARK CIRCLE, Goodlettsville, TN 37072
- Registration
- Investment adviser registration
- In the industry since
- July 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Chad Wood work?
Chad Wood is an investment adviser representative registered through Sageguard Financial Group, LLC since December 2022, and is not listed among the firm’s executive officers or direct owners.
Is Chad Wood a financial advisor?
Yes. Chad Wood has a current investment-adviser registration in Texas, through SageGuard Financial Group since December 2022.
How many years of experience does Chad Wood have?
Chad Wood has 4 years in the financial industry, since July 2022, across 2 adviser firms.
What exams has Chad Wood passed?
Chad Wood passed the Series 65 in June 2022.
Where is Chad Wood based?
Chad Wood’s registered office is in Goodlettsville, TN.
Is Chad Wood registered with FINRA?
No. Chad Wood has no current broker registration.
How can I verify Chad Wood’s record?
Search CRD 7601029 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chad Wood’s full registration record.
