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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-05 |
| TX | RA | APPROVED | 2023-06-07 |
| MI | RA | APPROVED | 2020-02-04 |
| OH | RA | APPROVED | 2019-08-12 |
Branch Locations
655 Beaver Creek Circle, Maumee, OH 43537 • United States
Sylvania, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Genoa Banking Company | Genoa | OH | 06/2017 | 08/2017 |
| Savage And Associates | Toledo | OH | 05/2018 | 08/2018 |
| Wurtec | Toledo | OH | 05/2018 | 08/2018 |
| Full Time Student | Sylvania | OH | 01/2008 | Present |
| Osaic Wealth, Inc. | Maumee | OH | 07/2019 | Present |
1. SAVAGE & ASSOCIATES POS: Ins Agent NATURE: Ins INV REL: Yes NO OF HRS: 40 SEC TRADING HRS: 35 DATE: 09/06/19 ADD: 655 Beaver Creek Circle, Savage & Associates, Maumee OH 43537, US DESC: Sales of life and health ins 2. TOLEDO POLICE FOUNDATION POS: Board Member NATURE: This is the Toledo Police Foundation, inc. It is a non-profit organization whose mission is to help the Toledo Police Department reach full potential while strengthening ties within the community. To ensure this mission is successful, the foundation will provide critical resources to the police department while supporting innovative community programs. The organization strives to foster community and private partnerships with the Toledo Police Department in order to make the City of Toledo a safe place too live, work and visit. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HRS: 0 DATE: 03/16/20 ADD: 525 N Erie St, Toledo OH 43604, United States DESC: I am a board member. So I will be contributing with other board members to find ways to achieve our mission statement listed above. 3. SES FINAN & BENEFITS CONSULTING LLC POS: Client Services Administrator NATURE: LLC INV REL: Yes NO OF HRS: 160 SEC TRADING HRS: 160 DATE: 03/08/08 ADD: 655 BEAVER CREEK CIR, Maumee OH 43537-1738, US DESC: Financial Advisor and Support Advisor to Sean Savage 4. COORDINATED ASSISTANCE NETWORK POS: Pro Bono Financial Advisor NATURE: 501(c)(3) nonprofit corporation INV REL: Yes NO OF HRS: 5 SEC TRADING HRS: 0 DATE: 03/04/24 ADD: 2921 N 29th St, Tampa FL 33605, US DESC: I am seeking approval to pursue a pro bono financial planning opportunity available through the Coordinated Assistance Network. They pair CFP Professionals up with individuals from military families who need help with financial planning but can not otherwise afford it. 5. RYAN SAVAGE, INSURANCE AGENT POSITION: Insurance Agent NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2019 ADDRESS: 655 Beaver Creek Cir, Maumee OH 43537, United States DESCRIPTION: Selling Life and Health Insurance 6. SAVAGE AND ASSOCIATES POSITION: Certified Financial Planner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 07/04/2022 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Oversee client investments, make recommendations, manage portfolio as part of my primary function as an FP 7. SES FINANCIAL & BENEFITS CONSULTING LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/13/2024 ADDRESS: 655 BEAVER CREEK CIRCLE, Maumee OH 43537, United States DESCRIPTION: As a Manager of the Company, I have the authority to oversee and control all aspects of its business and affairs. If there is more than one Manager serving, I can act independently to bind the Company without needing the other Manager's approval. I may also delegate my rights and powers to agents, officers, employees, or other individuals to help run the Company. I have the discretion to decide when and in what amounts the Company distributes cash or other property to the Member. If I am ever involved in, or threatened with, legal action, proceedings, or investigations related to the Company, the Company will indemnify me--covering my losses, costs, expenses (including attorneys' fees), judgments, and settlements reasonably incurred--so long as it's connected to Company business. This protection also extends to other employees or agents of the Company under terms I consider appropriate. In managing the Company, I am entitled to rely in good faith on the Company's records and on information, opinions, reports, or statements from other managers, members, officers, employees, committees, or qualified professionals selected with reasonable care. This includes relying on expert assessments of the Company's assets, liabilities, profits, or losses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-09 |
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