Erin M. Savage-weaver
KESTRA ADVISORY SERVICES
Cincinnati, OH 45246
Some features on this profile are disabled
CRD#: 6603883
Erin Marie Savage-weaverKESTRA ADVISORY SERVICES
Professional summary
Erin Marie Savage-weaver, CFP®, who also goes by Erin M. Savage, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Cincinnati, Ohio and KESTRA INVESTMENT SERVICES, LLC located in Cincinnati, Ohio.
Erin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Erin has worked at 5 firms and has passed the SIE and Series 7 exams.
Aliases
Erin M. 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.
Name: Kehoe Financial Advisors Investment Related: Yes Address: 125 Boggs Lane Cincinnati OH 45246 Nature of Business: Registered Field Assistant Position, Title or Relationship: Field Assistant Start Date: 6/25/2018 Hours/month: 71% - 80% (113 - 128 hours) Hours/month during trading hours: 71% - 80% (99 - 112 hours) Duties: Support and assist advisers with client meetings and paperwork. Name: SENIOR ADVOCATE ACTION GROUP (SAAG) POSITION: Board Member NATURE: Board position INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/10/2023 ADDRESS: There is no address for the organization., Cincinnati OH 45227, United States DESCRIPTION: I am new to the board. Name: AARP TAX FOUNDATION POSI: Counselor NOB: Tax/Accounting/CPA INV REL: No # OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 01/08/2024 ADDRESS: 890 8 Mile Rd, Cincinnati OH 45255 DESCR: AARP provides tax aid for the general public. We target older individuals. Each site has about 6-10 counselors who interview taxpayers, enter their return into Taxslayer software on our AARP-provided Chromebooks, and then turn the return over to a 2nd counselor who does a complete review. We get a lot less rejects from the IRS by having 2 sets of eyes on each return. Operating hours vary by site, but we usually are open 1 day per week from 9am till 1 or 2 pm, from early Feb through Apr15. Training takes place in January. There are really 3 positions available: full-fledged Counselors (who prepare & submit the returns), Greeters/Intake Specialists, who help taxpayers fill out forms and get their documents ready for the Counselors, and Reservation Specialists. Name: BNI - ACHIEVERS CHAPTER POSITION: Secretary/Treasurer NATURE: Board position INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/18/2024 ADDRESS: 639 Philadelphia St., Covington KY 41011 DESCRIPTION: I will keep track of all members. I will deposit room dues to bank account and it is transferred to the sports club. Name: MARIEMONT ATHLETIC BOOSTERS ASSOCIATION POSITION: Association member NATURE: Volunteer INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/10/2023 ADDRESS: One Warrier Way, Cincinnati OH 45227, United States DESCRIPTION: concession stand committee and also finance committee. NAME: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/09/2018 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR NAME: SENIOR ADVOCATE ACTION GROUP (SAAG) POSITION: Board Member/Treasurer NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/10/2023 ADDRESS: 3801 Carlton St, Cincinnati OH 45227, United States DESCRIPTION: I am a board member and treasurer. I help maintain the checking account (along with President and Secretary). I file a 990 postcard since our "income" for the year is less than $10,000. I deposit checks to the checking account. Name: TILEDIVAS CINCYPOSITION: Instructor NATURE: Teaching Mahjongg INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: 3801 Carlton Ave, Cincinnati OH 45227, United States DESCRIPTION: Along with two friends, we teach American Mahjongg to people who sign up at a local brewery. Name: JUNIOR LEAGUE OF CINCINNATI POSITION: Sustainer Co-Council part of Executive Management Team NATURE: Board position INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2026 ADDRESS: 3500 Columbia Parkway, Cincinnati OH 45226, United States DESCRIPTION: The responsibilities of the Sustainer Co-VPs is to put together a committee of one or two people chairing each event or club. The Co-VPs attend and collaborate with EMT leaders to offer support and updates as needed.
CRS (Client Relationship Summary) - RIA
Click below to view Erin Marie Savage-weaver'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®
CFP®
Start date: 2015
Experience
Current
July 9, 2018 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 125 Boggs Lane, Cincinnati, OH 45246RIA
CRD#: 283330
Cincinnati, OH
Current
July 6, 2018 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 125 Boggs Ln., Cincinnati, OH 45246BD
CRD#: 42046
CINCINNATI, OH
Past
June 29, 2016 - June 15, 2018
VALMARK ADVISERS, INC.
RIA
CRD#: 108050
Cincinnati, OH
Past
May 17, 2016 - June 15, 2018
VALMARK SECURITIES, INC.
BD
CRD#: 31243
CINCINNATI, OH
Past
February 25, 2016 - June 21, 2018
RESONATE ADVISORS, INC.
RIA
CRD#: 120941
CINCINNATI, OH
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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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
Colorado(7/6/2018)
RR
Florida(7/6/2018)
RR
Ohio(7/6/2018)
IAR
Ohio(7/9/2018)
Exams
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Loading...
Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/01/2025 | ||
| 12/23/2024 | ||
| 10/20/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Cincinnati, OH 45246TRUST BUT VERIFY
Monitor Erin Savage-weaver
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
