Joel David Tschantz

Current Employers

Employment History

• 06/1984 → Present
  Savage & Assoc.
  Toledo, OH
• 07/2013 → Present
  Osaic Wealth, Inc.
  Toledo, OH

Previous Registrations

• 2006-04-10 → 2013-07-12
  Walnut Street Securities, Inc.
  Toledo, OH
  Toledo, OH
• 2002-01-14 → 2006-11-03
  Walnut Street Advisers Inc
  Toledo, OH

Other Businesses

1)Handy Twine Knife Company Position: 25% Owner Nature: Knife producing company Investment Related: No Number of Hours: 8 Securities Trading Hours: 8 Start Date: 01/01/2006 Address: PO Box 146 Upper Sandusky, OH 43351 Description: Oversee the management and production of the knife company 2)Joel Tschantz-Hobbist Position: Owner Nature: Hobby of buying and selling sports memorabilia Investment Related: No Number of Hours: 10 Securities Trading Hours: 0 Start Date: 01/01/1979 Address: 3132 Quarry Rd., Maumee, OH 43527 Description: Buy and Sell sports memorabilia 3) SAVAGE & ASSOCIATES POSITION: Owner/Other - Agent NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 06/01/1984 ADDRESS: 655 Beaver Creek Cir, Maumee OH 43537, United States DESCRIPTION: Sell and service life and health insurance, Long Term Care, fixed annuities for estate planning 4) SAVAGE AND ASSOCIATES POSITION: Financial Professional NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 105 START DATE: 06/01/1984 ADDRESS: 655 Beaver Creek Cir., Maumee OH 43537, United States DESCRIPTION: Over see client investments, make recommendations, manage a portfolio as part of my primary function as a FP 5) INSURANCE AGENT POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/01/1984 ADDRESS: 655 Beaver Creek Cir., Maumee OH 43537, United States DESCRIPTION: Selling Life and Health Insurance

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-12-11