Mandy Colleen Savage

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2000 → 01/2025
  Ameriprise Financial Services, Llc
  Austin, TX
• 01/2025 → 02/2026
  Osaic Wealth, Inc.
  Austin, TX
• 02/2026 → Present
  Lpl Financial Llc
  Austin, TX

Previous Registrations

• 2025-01-31 → 2026-02-24
  Osaic Wealth, Inc.
  Austin, TX
• 2024-01-23 → 2025-01-22
  Ameriprise Financial Services, Llc
  Austin, TX

Other Businesses

1. 02/2026 - Austin National Financial Services - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 2/18/2026 2. 02/2026 - Notary Public - Notary - Inv Related - 5 Hour(s)/Month - 1 Hour(s) During Trading - Austin, TX, 78759 - OBA Start Date: 08/31/2000

Exams

• S66 Uniform Combined State Law Examination
  2024-01-19

Other Names

• Mandy Colleen Savage