Erin Marie Savage-Weaver

Current Employers

Employment History

• 01/2016 → 06/2018
  Valmark Securities, Inc.
  Akron, OH
• 01/2016 → 06/2018
  Resonate Advisors, Inc.
  Cincinnati, OH
• 06/2016 → 06/2018
  Valmark Advisers, Inc
  Akron, OH
• 06/2018 → Present
  Kehoe Financial Advisors
  Cincinnati, OH
• 06/2018 → Present
  Kestra Investment Services, Llc
  Cincinnati, OH
• 06/2018 → Present
  Kestra Advisory Services, Llc
  Cincinnati, OH

Previous Registrations

• 2016-02-25 → 2018-06-21
  Resonate Advisors, Inc.
  Cincinnati, OH
• 2016-06-29 → 2018-06-15
  Valmark Advisers, Inc.
  Cincinnati, OH

Other Businesses

Name: Kehoe Financial Advisors Investment Related: Yes Address: 125 Boggs Lane Cincinnati OH 45246 Nature of Business: Registered Field Assistant Position, Title or Relationship: Field Assistant Start Date: 6/25/2018 Hours/month: 71% - 80% (113 - 128 hours) Hours/month during trading hours: 71% - 80% (99 - 112 hours) Duties: Support and assist advisers with client meetings and paperwork. Name: SENIOR ADVOCATE ACTION GROUP (SAAG) POSITION: Board Member NATURE: Board position INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/10/2023 ADDRESS: There is no address for the organization., Cincinnati OH 45227, United States DESCRIPTION: I am new to the board. Name: AARP TAX FOUNDATION POSI: Counselor NOB: Tax/Accounting/CPA INV REL: No # OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 01/08/2024 ADDRESS: 890 8 Mile Rd, Cincinnati OH 45255 DESCR: AARP provides tax aid for the general public. We target older individuals. Each site has about 6-10 counselors who interview taxpayers, enter their return into Taxslayer software on our AARP-provided Chromebooks, and then turn the return over to a 2nd counselor who does a complete review. We get a lot less rejects from the IRS by having 2 sets of eyes on each return. Operating hours vary by site, but we usually are open 1 day per week from 9am till 1 or 2 pm, from early Feb through Apr15. Training takes place in January. There are really 3 positions available: full-fledged Counselors (who prepare & submit the returns), Greeters/Intake Specialists, who help taxpayers fill out forms and get their documents ready for the Counselors, and Reservation Specialists. Name: BNI - ACHIEVERS CHAPTER POSITION: Secretary/Treasurer NATURE: Board position INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/18/2024 ADDRESS: 639 Philadelphia St., Covington KY 41011 DESCRIPTION: I will keep track of all members. I will deposit room dues to bank account and it is transferred to the sports club. Name: MARIEMONT ATHLETIC BOOSTERS ASSOCIATION POSITION: Association member NATURE: Volunteer INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/10/2023 ADDRESS: One Warrier Way, Cincinnati OH 45227, United States DESCRIPTION: concession stand committee and also finance committee. NAME: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/09/2018 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR NAME: SENIOR ADVOCATE ACTION GROUP (SAAG) POSITION: Board Member/Treasurer NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/10/2023 ADDRESS: 3801 Carlton St, Cincinnati OH 45227, United States DESCRIPTION: I am a board member and treasurer. I help maintain the checking account (along with President and Secretary). I file a 990 postcard since our "income" for the year is less than $10,000. I deposit checks to the checking account. Name: TILEDIVAS CINCYPOSITION: Instructor NATURE: Teaching Mahjongg INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: 3801 Carlton Ave, Cincinnati OH 45227, United States DESCRIPTION: Along with two friends, we teach American Mahjongg to people who sign up at a local brewery. Name: JUNIOR LEAGUE OF CINCINNATI POSITION: Sustainer Co-Council part of Executive Management Team NATURE: Board position INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2026 ADDRESS: 3500 Columbia Parkway, Cincinnati OH 45226, United States DESCRIPTION: The responsibilities of the Sustainer Co-VPs is to put together a committee of one or two people chairing each event or club. The Co-VPs attend and collaborate with EMT leaders to offer support and updates as needed.

Designations

Other Names

• Erin M. Savage