Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-30 |
| OH | RA | APPROVED | 2021-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Siena Heights University | Adrian | MI | 08/2016 | 08/2020 |
| Delball | Holland | OH | 05/2017 | 08/2018 |
| Savage And Associates | Maumee | OH | 08/2020 | Present |
| Osaic Wealth, Inc. | Maumee | OH | 11/2020 | Present |
1. SAVAGE AND ASSOCIATES INC. POSITION: Financial Professional NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/23/2020 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Financial Advisor providing financial and investment advice to clients. Securities and investment advisory services including variable and investment products. Commission compensation and Percentage Based Fees (investment advisory) are received. 2. SAVAGE AND ASSOCIATES POSITION: Insurance agent NATURE: Insurance/Annuities Sales as agent (non-variable) including life, health, dental, disability, long term care and annuities. No material conflict of interest. Commission compensation and bonus are received. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 07/13/2020 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: broker health, life, disability, LTC, and dental insurance, and annuities to clients, maintain policies 3. SCOTT TOLAND INSURANCE AGENT POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/13/2020 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Selling Life, Disability and Health Insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-15 |
Reach out to this advisor