Thomas E Savage

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2001 → 06/2022
  Nationwide Investment Services
  Columbus, OH
• 08/2022 → Present
  Whetstone Financial, Llc
  Marion, OH
• 08/2022 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

1. Co-owner with Maylorn Capital Partners LTD, Mini storage rental, Located at 421 south 22nd street, Heath, OH, as of 12/16/2011; 0% time spent during business hours; Not Conducted at branch location; Not Investment related. 2. Fixed insurance sales; as of 08/07/2024; 1% of time spent during business hours; Conducted at branch location; Investment related. 3. Co-Owner, Whetstone Financial, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 11/15/2024; 5% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2022-10-05
• S65 Uniform Investment Adviser Law Examination
  1999-03-11
• S63 Uniform Securities Agent State Law Examination
  1999-03-04

Other Names

• Thomas E Savage