WS
William M. Savage
GPS WEALTH STRATEGIES GROUP
Colorado Springs, CO 80919
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CRD#: 1289712
WS
Professional summary
William Mercer Savage, who also goes by Will Savage, is a registered financial advisor currently at GPS WEALTH STRATEGIES GROUP, LLC located in Colorado Springs, Colorado and LPL FINANCIAL LLC located in Colorado Springs, Colorado.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. William has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Will 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.
1. 02/10/2016 - Marcia V Griswold Family Trust - INV REL - 2153 Chuckwagon Road ste 102 Colorado Springs, CO 80919 - Act in a Fiduciary Capacity - START 01/01/1998 - I was Mrs. Griswolds advisor when she established the Trust in 1998 and have been Co-Trustee with her son Steven Griswold since then.
2. 02/10/2016 - Will Savage Wealth Managment - INV REL - 2153 Chuckwagon Road ste 102, Colorado springs CO,80919 - DBA for LPL Business (entity for LPL business) - START 07/18/2006 - This is the general descriptor for our LPL Financial Practice - 140 HOURS PER MONTH, 100 DURING TRADING
CRS (Client Relationship Summary) - RIA
Click below to view William Mercer 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
March 15, 2024 - Present
GPS WEALTH STRATEGIES GROUP, LLC
Office #1: 3505 Austin Bluffs Pkwy, Suite 225, Colorado Springs, CO 80919RIA
CRD#: 285507
Colorado Springs, CO
Current
September 7, 1989 - Present
LPL FINANCIAL LLC
RIA
BD
CRD#: 6413
Colorado Springs, CO
Past
January 1, 1999 - May 30, 2024
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Past
April 11, 1988 - October 2, 1989
LEHMAN BROTHERS INC.
BD
CRD#: 7506
NEW YORK, NY
Past
August 22, 1984 - April 11, 1988
E. F. HUTTON & COMPANY INC
BD
CRD#: 235
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".
GW
GPS WEALTH STRATEGIES GROUP, LLC
ARROW WEALTH MANAGEMENT | WILL SAVAGE WEALTH MANAGEMENT | TRUE WEALTH ADVISORS, INC. | MOUNTAIN HIGH WEALTH MANAGEMENT | MONEY & MINDFULNESS | MIKEE OH, YOUR KEY TO RETIREMENT | JOEL D. ANDREWS, LLC. | GPS WEALTH STRATEGIES GROUP, LLC | GORE FINANCIAL MANAGEMENT, INC. | COLUMBINE WEALTH ADVISORS LLC | ASPEN WEALTH MANAGEMENT, INC.
CRD#: 285507 / SEC#: 801-108848
RIA
Registered Investment Advisory firm - (1/3/2017 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(10/15/2020)
RR
Arizona(11/30/1999)
RR
California(8/4/1993)
RR
Colorado(9/7/1989)
IAR
Colorado(3/15/2024)
RR
Florida(9/7/1989)
RR
Georgia(3/30/2000)
RR
Hawaii(2/12/1993)
RR
Idaho(1/23/2006)
RR
Illinois(1/4/2005)
RR
Indiana(1/11/1991)
RR
Massachusetts(6/9/2023)
RR
Michigan(1/2/2001)
RR
Minnesota(10/30/1989)
RR
Mississippi(5/21/2015)
RR
Nebraska(2/2/2024)
RR
New Jersey(9/7/1989)
RR
New Mexico(12/19/2000)
RR
New York(4/17/2008)
RR
North Carolina(1/4/2006)
RR
North Dakota(1/5/2011)
RR
Ohio(9/23/2024)
RR
Oregon(4/17/1996)
RR
South Carolina(3/23/2016)
RR
Texas(9/9/1996)
RR
Utah(11/19/2013)
RR
Virginia(1/3/2006)
RR
Washington(7/8/2014)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
GW
GPS WEALTH STRATEGIES GROUP, LLC
ARROW WEALTH MANAGEMENT | WILL SAVAGE WEALTH MANAGEMENT | TRUE WEALTH ADVISORS, INC. | MOUNTAIN HIGH WEALTH MANAGEMENT | MONEY & MINDFULNESS | MIKEE OH, YOUR KEY TO RETIREMENT | JOEL D. ANDREWS, LLC. | GPS WEALTH STRATEGIES GROUP, LLC | GORE FINANCIAL MANAGEMENT, INC. | COLUMBINE WEALTH ADVISORS LLC | ASPEN WEALTH MANAGEMENT, INC.
CRD#: 285507 / SEC#: 801-108848
RIA
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Contact information
Main Address
6484 South Quebec Street, Centennial, CO 80111
Mailing Address
Phone number
(720) 414-5412
Established
Firm type
Fiscal year end
# of Employees
48
SEC notice filing (37 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,385 |
| AUM (Assets Under Management) | $ 1,415,526,316 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GPS WEALTH STRATEGIES GROUP, LLC
CRD#: 285507Colorado Springs, CO 80919TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
