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Eric Hein Sajdak

Merit Financial Advisors

Alpharetta, GA

Sheboygan Falls, WI

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Current Employers
Merit Financial Advisors

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-04-25
  • WI RA
    APPROVED
    Since 2025-04-25

Branch Locations

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

1160 Fond Du Lac Ave, Sheboygan Falls, WI 53085 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fox River Capital Appleton WI 01/2016 06/2019
Safeguard Income Strategies Rhinelander WI 06/2019 04/2025
Safeguard Wealth Management Green Bay WI 01/2020 04/2025
Merit Financial Advisors Alpharetta GA 04/2025 Present
  • 01/2016 → 06/2019
    Fox River Capital
    Appleton, WI
  • 06/2019 → 04/2025
    Safeguard Income Strategies
    Rhinelander, WI
  • 01/2020 → 04/2025
    Safeguard Wealth Management
    Green Bay, WI
  • 04/2025 → Present
    Merit Financial Advisors
    Alpharetta, GA
Previous Registrations
  • 2020-01-08 → 2025-04-25
    Safeguard Wealth Management
    Rhinelander, WI
    Rhinelander, WI
    Minocqua, WI
  • 2015-12-08 → 2019-06-24
    Fox River Capital
    Kaukauna, WI
    Appleton, WI
  • 2013-06-18 → 2014-05-20
    Transamerica Financial Advisors, Llc
    Madison, WI
Other Businesses

College Funding Blueprint on Amazon; Not investment-related; Book on Amazon is archived but still 'listed'; 2017-01-01

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-06-06
S63 Uniform Securities Agent State Law Examination 2013-05-15
  • S65 Uniform Investment Adviser Law Examination
    2013-06-06
  • S63 Uniform Securities Agent State Law Examination
    2013-05-15

View on SEC IAPD

Other Firms

MRP CAPITAL INVESTMENTS, LLC
NEW EDGE WEALTH
COMMONWEALTH FINANCIAL NETWORK
SEQUENT PLANNING, LLC
BROOKSTONE WEALTH ADVISORS, LLC
LADENBURG THALMANN ASSET MANAGEMENT INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRESFUND ADVISORS

Other Investors

PAUL MATTHEW DAMM
MACARTHER ROYSTER PLUMART
PAUL FRANCIS SHAUGHNESSY
BRENDAN HUGH KEELAN
DANIEL ROSS MOSKOWITZ
RHEANNON LEA BODDIE
VENZON VICENCIO AROMIN
WILLIAM CLAY TUCKER

Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

More in Alpharetta, GA

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