Michael Lawrence Savolt

Current Employers

Employment History

• 09/1992 → Present
  Tax Management Services Inc
  Depere, WI
• 12/2010 → 10/2017
  Sii Investments Inc
  Appleton, WI
• 10/2017 → 01/2024
  Woodbury Financial Services Inc
  De Pere, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Wrightstown, WI

Previous Registrations

• 2017-10-25 → 2024-01-19
  Woodbury Financial Services, Inc.
  De Pere, WI
  Green Bay, WI
  De Pere, WI
  Green Bay, WI
  Naples, FL
  Ashwaubenon, WI
  Wrightstown, WI
  Green Bay, WI
• 2010-11-29 → 2017-10-26
  Sii Investments, Inc.
  Depere, WI
  Green Bay, WI
  Depere, WI
  Green Bay, WI
  Appleton, WI
• 2005-08-30 → 2010-11-30
  Capital Financial Services, Inc.
  Green Bay, WI
  Minot, ND
  De Pere, WI

Other Businesses

1. TAX MANAGEMENT SERVICES, INC. POSITION: Founder NATURE: S Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 07/01/1992 ADDRESS: 2700 Vernon Drive, Green Bay WI 54304, United States DESCRIPTION: Doing taxes and business consulting 2. FIXED INSURANCE SALES POSITION: sales NATURE: independent contractor relationships. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/1995 ADDRESS: 566 Red Bird Circle, DePere WI 54115, United States DESCRIPTION: Insurance sales of Fixed Products 3. CASABNOR PROPERTIES LLC AND CASABNOR INVESTMENTS LLC POSITION: member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2000 ADDRESS: 2700 Vernon Drive, Green Bay WI 54304, United States DESCRIPTION: Collecting rent. My wife is the property manager of all of the properties that we own. 4. TENACITY ADVISORY GROUP, INC. POSITION: President NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2019 ADDRESS: 2700 Vernon Drive, Green Bay WI 54304, United States DESCRIPTION: Offering Investment education and training to affiliated advisors. 5. TMS INVESTMENT PROPERTIES, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/03/2020 ADDRESS: 2700 Vernon Drive, Green Bay WI 54304, United States DESCRIPTION: Rental management 6. TMS INSURANCE HOLDINGS, LLC POSITION: member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/13/2020 ADDRESS: 566 Red Bird Circle, DePere WI 54115, United States DESCRIPTION: No duties at this time 7. TMS FINANCIAL GROUP, INC. POSITION: President NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/1995 ADDRESS: 2700 Vernon Drive, Green Bay WI 54304, United States DESCRIPTION: Insurance sales of Fixed Products 8. TAGWAY, LLC POSITION: partners NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/01/2023 ADDRESS: 109 E Badger Street, Waupaca WI 54981, United States DESCRIPTION: member providing business consulting 9. COMPASS ROSE INVESTMENTS, INC POSITION: shareholder NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 04/01/2023 ADDRESS: 879 Forest Avenue, Fond Du Lac WI 54935, United States DESCRIPTION: business consulting

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-06-21