Gary Richard Lesage

Current Employers

Employment History

• 10/1998 → Present
  Savage & Associates
  Toledo, OH
• 07/2013 → Present
  Osaic Wealth, Inc.
  Toledo, OH

Previous Registrations

• 2004-03-18 → 2013-07-11
  Walnut Street Securities, Inc.
  Toledo, OH
  Toledo, OH

Other Businesses

1. Savage Mcvicker Insurance POSITION: Shareholder/board member - NATURE: Insurance Agency - INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2019 ADDRESS: 4331 KEYSTONE DR, Maumee OH 43537, United States DESCRIPTION: board member and shareholder. Attend board meetings, input on business operations. 2. SAVAGE AND ASSOCIATES POSITION: Statutory Agent - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/15/1998 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Client meetings, review, quoting, service 3. SAVAGE & ASSOCIATES- SECURITIES DBA POSITION: financial professional NATURE: corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/20/1998 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: oversee client investments, make recommendations, manage portfolios as part of my primary function as FP 4. GMONEY HOLDINGS, LLC POSITION: President NATURE: LLC, S corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/20/2024 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: LLC is set up to operate my business 5. GARY LESAGE, INSURANCE AGENT POSITION: Insurance agent NATURE: sole prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/28/2008 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: selling and service life and health insurance. oceanview, penn mutual 6. SAVAGE & ASSOCIATES - BOARD MEMBER POSITION: Board Member NATURE: corp. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/01/2026 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: oversee enterprise business, management 7.GENERALS FOR GENERATIONS (FINANCE COMMITTEE) POSITION: finance committee member NATURE: 501C3 foundation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2026 ADDRESS: 9565 Bucher Rd, Whitehouse OH 43571, United States DESCRIPTION: Review framework for how to select a financial advisor and the roles they should be doing for the organization. I will not be giving financial advice or managing assets or touching any funds for the organization.

Exams

• S66 Uniform Combined State Law Examination
  2014-10-03
• S63 Uniform Securities Agent State Law Examination
  2000-11-22

Designations