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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-19 |
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
7300 S 13Th Street Suite 103, Oak Creek, WI 53154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savaglia Financial Advisors | Oak Creek | WI | 06/2018 | Present |
| Mortgage Guarantee Insurance Corp | Milwaukee | WI | 11/1987 | 06/2018 |
| Woodbury Financial Services Inc | Oak Creek | WI | 11/2021 | 01/2024 |
| Osaic Wealth, Inc. | Oak Creek | WI | 01/2024 | Present |
1. Wolverine Fireworks: Employee. Display Pyrotechnician. Fireworks shows. Not investment related. Started 1995 (prior company named Bartololatta Fireworks). 10 hours a year. Address Palmrya WI Casper Pyrotechnics: Employee. Display Pyrotechnician. Fireworks shows. Not investment related. Started 2020. 20 hours a year. Address Sturtevant WI Larry Dreher Numismatics. Sole Proprietorship. Company name used for buying and selling collectables on ebay. Started in 1995. Not securities or investment related. Position owner. Address = Home address 2. DREAM PLAN ENJOY LLC DBA SAVAGLIA FINANCIAL ADVISORS POSITION: Finacial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 01/01/2023 ADDRESS: 7300 S 13th St, Suite 103, Oak Creek WI 53154, United States DESCRIPTION: Financial Planning, Investment Review 3. FIXED INSURANCE WITH VARIOUS COMPANIES POSITION: Financial Advisor NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 4 START DATE: 05/04/2023 ADDRESS: 7300 S 13th St, Suite 103, Oak Creek WI 52154, United States DESCRIPTION: Sell Life, Fixed Annuities 4. TENACITY ADVISORY GROUP POSITION: Affiliated Advisor NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2022 ADDRESS: 566 Red Bird Circle, DePere WI 54115, United States DESCRIPTION: Share Best Practices
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-10 |
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