Kelly M. Savage

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/1995 → Present
  Savage & Associates
  Toledo, OH
• 07/2013 → Present
  Osaic Wealth Inc
  Toledo, OH
• 09/2022 → Present
  Blue And Gold
  Toledo, OH

Previous Registrations

• 2005-12-21 → 2013-07-12
  Walnut Street Securities, Inc.
  Toledo, OH
  Toledo, OH

Other Businesses

1. SAVAGE AND ASSOCIATES-SHAREHOLDER POSITION: Shareholder/Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/2004 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: One of 7 shareholders of Savage and Associates 2. SAVAGE AND ASSOCIATES-AGENCY POSITION: Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/1992 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Selling life, health, disability, accident and long term care insurance. 3. DBA SAVAGE & ASSOCIATES POSITION: financial professional NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 120 START DATE: 03/01/1993 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: I oversee clients investments and make recommendations on how their monies should be invested 4. KELLY SAVAGE, INSURANCE AGENT POSITION: insurance agent NATURE: sole proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1991 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: sell insurance products and service clients 5.SAVAGE FOUNDATION POSITION: Board member NATURE: Not for Profit INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2013 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Review the transactions that occur within the Foundation held at the Toledo Community Foundation throughout the year.

Exams

• S66 Uniform Combined State Law Examination
  2015-01-02
• S63 Uniform Securities Agent State Law Examination
  1993-01-27

Other Names

• Kelly Marie Savage
• Kelly Marie Savage-Organ
• Kelly Marie Savageorgan