KS
Katrina L. Savage
REDHAWK WEALTH ADVISORS
FLINT, MI 48507
Some features on this profile are disabled
CRD#: 1202106
KS
Professional summary
Katrina Lee Savage, who also goes by Trina Savage, is a registered financial advisor currently at REDHAWK WEALTH ADVISORS, INC. located in Flint, Michigan.
Katrina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Katrina has worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Trina Savage
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
COMPANY: ALLIANCE FINANCIAL GROUP
ADDRESS: 1408 W. HILL ROAD, SUITE B, FLINT, MI 48507
POSITION: VICE PRESIDENT
DUTIES: PROVIDE LIFE INSURANCE, FIXED ANNUITIES, AND LIVING TRUST FUNDING. RE-TITLING ASSETS OR CHANGING BENEFICIARIES TO NAME OF NEW TRUST.
HOURS: 10 HRS/MONTH
TRADING HOURS: 3 HRS/MONTH
START DATE: 01/1989
NON-INVESTMENT RELATED
ALSO LICENSED WITH FREEDOM EQUITY GROUP TO SOLICIT MORTGAGES AND PROVIDE LIFE INSURANCE. HOWEVER, I HAVE NOT SOLD ANY TYPE OF MORTGAGE.
CRS (Client Relationship Summary) - RIA
Click below to view Katrina Lee Savage's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 20, 2012 - Present
REDHAWK WEALTH ADVISORS, INC.
Office #1: 1408 W. Hill Road Suite B, Flint, MI 48507RIA
CRD#: 146616
FLINT, MI
Past
November 19, 2010 - January 19, 2012
J. W. COLE ADVISORS, INC.
RIA
CRD#: 112294
FLINT, MI
Past
April 24, 2007 - January 19, 2012
J.W. COLE FINANCIAL, INC.
BD
CRD#: 124583
FLINT, MI
Past
March 1, 2007 - April 25, 2007
OSAIC WEALTH, INC.
BD
CRD#: 23131
FLINT, MI
Past
February 9, 2006 - March 1, 2007
UNITED SECURITIES ALLIANCE, INC.
BD
CRD#: 36487
FLINT, MI
Past
November 17, 1992 - March 6, 2006
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
FLINT, MI
Past
January 15, 1991 - December 31, 1991
IFG NETWORK SECURITIES, INC.
BD
CRD#: 19948
ATLANTA, GA
Past
January 7, 1991 - November 19, 1992
PLANNED INVESTMENTS INC.
BD
CRD#: 5066
ATLANTA, GA
Past
November 17, 1983 - January 17, 1991
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RW
REDHAWK WEALTH ADVISORS, INC.
ACE TAX & FINANCIAL | WEST END WEALTH MANAGEMENT | WEALTH STRONG LIFE SOLUTIONS | VALLEY MARKETING AND CONSULTING | TOP RANK ADVISORS LLC | THOMPSON WEALTH MANAGEMENT | THE WITTMAN GROUP, INC. | THE FINANCIAL LEGACY GROUP | TCG PROSPERITY | TAN FINANCIAL SOLUTIONS | SYNCHRONIZED WEALTH STRATEGIES LLC | SUN CITY FINANCIAL | STROM FINANCIAL | SIS SERVICES | SFG TAX ADVISORS, LLC | SCOTT GREENAMEYER WEALTH ADVISOR | SCF WEALTH, LLC | RETIREMENT VISIONS | REDHAWK WEALTH ADVISORS, INC. | REDHAWK WEALTH ADVISORS (NO DBA NAME) | RAY HODGES FINANCIAL GROUP | PLAN WISE | PATTEN FINANCIAL GROUP, LLC | PANICHI BLAIR WEALTH ADVISORS | ORIGIN FINANCIAL GROUP LLC | NUVO WEALTH | LOWRY FINANCIAL ADVISORS, INC. | LIVING BENEFITS, LLC | LANGE FINANCIAL ADVISORS, INC. | KINGDOM CALLING | KEEP YOUR WEALTH LLC | K & A WEALTH ADVISORS | JAMES C NEATHERY & ASSOCIATES | INTEGRITY FINANCIAL SERVICES, LLC | ILUMA FINANCIAL PARTNERS | GREENE FINANCIAL SERVICES, INC. | FOCUSED FINANCIAL SOLUTIONS | FIRSTFRUITS ASSET MANAGEMENT | FINANCIAL STRATEGIES GROUP | FINANCIAL INDEPENDENCE TEAM, LLC | ET INVESTMENTS INC. | EQUITY FINANCIAL GROUP | ELLEMAN INVESTMENT MANAGEMENT | DI FIDUCIA LLC | DGL CAPITAL | CRITERIUM FINANCIAL ADVISORS, LTD. | COX AND COMPANY, LLC | CLEAR FINANCIAL STRATEGIES, LLC | CHAMBERLAIN ADVISORY GROUP, INC | CHADWICK FINANCIAL SERVICES | ATLAS WEALTH MANAGEMENT | ASPEN CREEK CAPITAL MANAGEMENT LLC | ANNUITY BENEFITS COUNSELORS, INC. | ALPINE INVESTMENT MANAGEMENT | ALLIANCE FINANCIAL GROUP | ALINK CAPTIVE INSURANCE SERVICES | ALINK CAPITAL PRESERVATION AND RISK MANAGEMENT, LLC | ACE TAX & FINANCIAL, INC.
CRD#: 146616 / SEC#: 801-68902
RIA
Registered Investment Advisory firm - (3/6/2008 Approved)Rhode Island
Registered Investment Advisory firm - (2/10/2016 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(1/20/2012)
IAR
Texas(3/15/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
RW
REDHAWK WEALTH ADVISORS, INC.
ACE TAX & FINANCIAL | WEST END WEALTH MANAGEMENT | WEALTH STRONG LIFE SOLUTIONS | VALLEY MARKETING AND CONSULTING | TOP RANK ADVISORS LLC | THOMPSON WEALTH MANAGEMENT | THE WITTMAN GROUP, INC. | THE FINANCIAL LEGACY GROUP | TCG PROSPERITY | TAN FINANCIAL SOLUTIONS | SYNCHRONIZED WEALTH STRATEGIES LLC | SUN CITY FINANCIAL | STROM FINANCIAL | SIS SERVICES | SFG TAX ADVISORS, LLC | SCOTT GREENAMEYER WEALTH ADVISOR | SCF WEALTH, LLC | RETIREMENT VISIONS | REDHAWK WEALTH ADVISORS, INC. | REDHAWK WEALTH ADVISORS (NO DBA NAME) | RAY HODGES FINANCIAL GROUP | PLAN WISE | PATTEN FINANCIAL GROUP, LLC | PANICHI BLAIR WEALTH ADVISORS | ORIGIN FINANCIAL GROUP LLC | NUVO WEALTH | LOWRY FINANCIAL ADVISORS, INC. | LIVING BENEFITS, LLC | LANGE FINANCIAL ADVISORS, INC. | KINGDOM CALLING | KEEP YOUR WEALTH LLC | K & A WEALTH ADVISORS | JAMES C NEATHERY & ASSOCIATES | INTEGRITY FINANCIAL SERVICES, LLC | ILUMA FINANCIAL PARTNERS | GREENE FINANCIAL SERVICES, INC. | FOCUSED FINANCIAL SOLUTIONS | FIRSTFRUITS ASSET MANAGEMENT | FINANCIAL STRATEGIES GROUP | FINANCIAL INDEPENDENCE TEAM, LLC | ET INVESTMENTS INC. | EQUITY FINANCIAL GROUP | ELLEMAN INVESTMENT MANAGEMENT | DI FIDUCIA LLC | DGL CAPITAL | CRITERIUM FINANCIAL ADVISORS, LTD. | COX AND COMPANY, LLC | CLEAR FINANCIAL STRATEGIES, LLC | CHAMBERLAIN ADVISORY GROUP, INC | CHADWICK FINANCIAL SERVICES | ATLAS WEALTH MANAGEMENT | ASPEN CREEK CAPITAL MANAGEMENT LLC | ANNUITY BENEFITS COUNSELORS, INC. | ALPINE INVESTMENT MANAGEMENT | ALLIANCE FINANCIAL GROUP | ALINK CAPTIVE INSURANCE SERVICES | ALINK CAPITAL PRESERVATION AND RISK MANAGEMENT, LLC | ACE TAX & FINANCIAL, INC.
CRD#: 146616 / SEC#: 801-68902
RIA
Registered Investment Advisory firm - (3/6/2008 Approved)Rhode Island
Registered Investment Advisory firm - (2/10/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8500 Normandale Lake Blvd Suite 960, Bloomington, MN 55437
Mailing Address
Phone number
(952) 835-4295
Established
Firm type
Fiscal year end
# of Employees
55
SEC notice filing (46 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,283 |
| AUM (Assets Under Management) | $ 1,837,536,390 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
