David Leon Cowee
Investment adviser representative at Sageguard Financial Group, LLC
38 yearsExperience
1 stateRegistered in
$755.7MFirm assets
3 yearsFirm in business
Are you David Leon Cowee? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
38 years in the industry.
- Sageguard Financial Group, LLCDec 2022 to now
- Alphastar Capital Management LLCJul 2021 to now
- Pineywoods FinancialJan 1994 to now
- Self EmployedJun 1988 to now
- Sageguard Investment Advisory ServicesSep 2012 to Dec 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (TX).
Sageguard Financial Group, LLC
$755.7MAssets managed
2,469Clients
15Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5390261
- Firm CRD
- 160266