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Nicole Savage

WILD IRIS FINANCIAL
ST. PETERSBURG, FL 33701
Some features on this profile are disabled
CRD#: 5961815
NS

Professional summary

Nicole Savage, who also goes by Nicole R Savage, Nicole Rochelle Savage, Nicole Savage, Nicole Rochelle Savage-wagner, Nicole Savage-wagner, is a registered financial advisor currently at WILD IRIS FINANCIAL located in St. Petersburg, Florida.

Nicole is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Nicole has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Nicole R Savage | Nicole Rochelle Savage | Nicole Savage | Nicole Rochelle Savage-Wagner | Nicole Savage-Wagner

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicole 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®
None

Experience

Current

May 10, 2026 - Present

WILD IRIS FINANCIAL

Office #1: 333 3rd Ave N. Suite 400, St. Petersburg, FL 33701
RIA
CRD#: 341074
ST. PETERSBURG, FL
Past

June 2, 2022 - March 10, 2026

SEQUOIA FINANCIAL GROUP, L.L.C.

RIA
CRD#: 117756
Tampa, FL
Past

January 9, 2018 - May 9, 2022

FISHER INVESTMENTS

RIA
CRD#: 107342
TAMPA, FL
Past

May 24, 2016 - December 31, 2017

GWN SECURITIES INC.

RIA
CRD#: 128929
FORT WORTH, TX
Past

April 17, 2015 - December 31, 2017

GWN SECURITIES INC.

BD
CRD#: 128929
FORT WORTH, TX
Past

September 30, 2011 - April 15, 2015

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
FORT WORTH, TX

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
Florida
(5/10/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/24/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/12/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/31/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/29/2011
General Securities Representative Examination

Current Firm

WI
WILD IRIS FINANCIAL
WILD IRIS FINANCIAL | WILD IRIS FINANCIAL LLC

CRD#: 341074 / SEC#:

Florida
Registered Investment Advisory firm - (5/10/2026 Approved)
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Contact information

Main Address
333 3rd Ave N. Suite 400, St. Petersburg, FL 33701
Mailing Address
Phone number
(214) 577-5815
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WILD IRIS FINANCIAL

CRD#: 341074St. Petersburg, FL 33701

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