Brodie Haer

Brodie Haer


Office: (330) 664-1816
Mobile: (330) 704-5855
Fax: (330) 664-1880

Brodie is a founding partner of Wealth Guard Financial and has been with AXA Advisors, which became Equitable Advisors in January of 2020, since 2006.  Brodie holds his series 7 and series 66 licenses as well as the life, health and variable insurance license. Brodie is a graduate of The University of Akron with a BA in Finance.  

Brodie's goal is to simplify the complexities of retirement planning and develop lifelong relationships with his clients.  He commonly works with small business owners, executive professionals, young entrepreneurs, and affluent retirees.  He also enjoys collaborating with accountants, consultants, and attorneys quarterbacking a financial team surrounding the client.

Brodie resides in his country home in Canal Fulton with his wife, Breonna, two sons Taydon and Trey, and two doodles, Cash and Maximus.

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Wealth Guard Financial is not owned or operated by Equitable Advisors, LLC or its affiliates.


Our partners saw a need for more holistic planning with clients and decided to create Wealth Guard Financial to meet all your needs.


There’s no replacement for knowledge and experience. Although we have the experience we are constantly bettering our breath of advice through continuing education and designation acquisition.


We are proud of this number, but what is more important is the relationships we have with our long term clients and the service model we have built around them.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck