Donald Raymond Savaglia

Current Employers

Employment History

• 04/2013 → 05/2019
  Cetera Advisor Networks
  El Segundo, CA
• 05/2019 → 01/2024
  Woodbury Financial Services Inc
  Oak Creek, WI
• 01/2024 → 12/2024
  Osaic Wealth, Inc.
  Oak Creek, WI
• 01/2025 → Present
  Donald R Savaglia Llc
  Sheboygan Falls, WI
• 02/2026 → Present
  Integrity Alliance
  Sheboygan Falls, WI

Previous Registrations

• 2024-01-19 → 2024-12-31
  Osaic Wealth, Inc.
  Oak Creek, WI
• 2019-05-09 → 2024-01-19
  Woodbury Financial Services, Inc.
  Naples, FL
  Oak Creek, WI
  Oak Creek, WI
• 2013-04-02 → 2019-05-17
  Cetera Wealth Services, Llc
  Madison, WI
  Oak Creek, WI
• 1999-07-23 → 2013-04-02
  Coordinated Capital Securities, Inc.
  Oak Creek, WI

Other Businesses

1.Donald R Savaglia LLC, Investment Related, 372 Vintage Dr Sheboygan Falls, WI, 53085, Consult and advise Medicare eligible individuals on the need for either a Medicare Advantage Plan or a Medicare Supplement Plan, Owner, 1/23, 8hrs/mo, 4 security trading hrs, I meet with Medicare individuals to determine the best option for them to cover the costs Medicare does not cover. Medicare Advantage Plans or Supplement Plans are the vehicles to fill the gap for costs Medicare does not pay. I do a comprehensive review of their situation which includes the following, but is not necessarily limited to: income, prescriptions, residence location, primary physician, special needs, etc. Once I have gathered the necessary information, I make a recommendation to the individual for a Supplement or Advantage Plan. If the individual is so inclined, I will enroll them in the appropriate plan. Fixed Insurance sales, non-securities products. 2.D&K Investments and Planning, Inc, Not Investment related, 372 Vintage Dr Sheboygan Falls, WI, 53085, This is a non active business. Its only purpose is to receive payments from the sale of the business known as Savaglia Financial Advisors through February of 2030. No other activity occurs in this business. On the advice of our CPA, we receive the payments into D&K Investments and Planning, Inc. to have the income be taxed as capital gains instead of ordinary income, Owner, 7/99, 1hr/mo, 0 trading hrs 3.Dovetail Financial Services LLC, Investment Related, 7670 N Port Washington Rd #104 Fox Point WI, 53217, Marketing DBA for Investment advisory services and securities products, Employee, 1/26, 160hrs/mo, 120 trading hrs, Provide financial advice to clients using e-money and other financial tools. 4.SD ITALIAN IMPORTS LLC, Not Investment Related, 372 Vintage Dr Sheboygan Falls WI, 53085, Import wine from small family owned wineries in the Cilento area of Southern Italy, Owner, 2/24, 4hrs/mo, 1 trading hr/mo, Keeping track of the books using QuickBooks. Pay bills, track inventory, accounts receivable, and file tax returns and reports as required.

Exams

• S66 Uniform Combined State Law Examination
  2009-11-03
• S63 Uniform Securities Agent State Law Examination
  1998-10-14

Other Names

• Donald R Savaglia