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Brodie Haer

Brodie Haer

Director of Asset Allocation Planning & Founder of Wealth Guard Portfolios

Brodie brings over 16 years of history with Equitable to his role as Director of Asset Allocation Planning & Founder of Wealth Guard Portfolios. He also holds an essential position on Lakeside Partner’s Investment Committee, which designs and actively manages the model-based Wealth Guard Portfolios.

Brodie’s philosophy of client relations revolves around his genuine care for others, and he takes time to understand each client’s goals and aspirations before working closely with them to develop a plan that represents their needs. Brodie’s deep commitment to his clients, from natural gas union employees to executives and business owners, have allowed him to develop long-term relationships with clients.

Being a part of the community is also a big part of Brodie’s life, and he has a robust life away from work with his wife, Breonna and sons, Taydon and Trey. When they are not at their 10-acre homestead in Canal Fulton playing with their two doodles Tripp and Thor, they enjoy golfing and participating in various sports events for the boys. 

Fulfilling the commitment to building a better world for his kids, Brodie also spends time volunteering with organizations including Akron Children’s Hospital and Foundation, Ronald McDonald House, Akron Canton Food Bank, and St. Jude’s Children’s Hospital.

Office Location:

3057 West Market Street, Suite 201,

Akron, OH 44333

Certifications

Series 7, 63, 65

Life and Health Insurance

Investment Advisory Representative

Education

University of Akron 

Bachelors of Arts in Finance