Erin M. Savage-weaver
KESTRA ADVISORY SERVICES
Cincinnati, OH 45246
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CRD#: 6603883
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.
Question & Answer
Are you a "fiduciary"?
Yes
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.
Business 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 per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: Support and assist advisers with client meetings and paperwork. Business Name: SENIOR ADVOCATE ACTION GROUP (SAAG) POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER 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 for this organization. It is a new non-profit to be organization. Business Name: AARP TAX FOUNDATION POSI: Counselor NOB: Tax/Accounting/CPA INV REL: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 01/08/2024 ADDRESS: 890 8 Mile Rd, Cincinnati OH 45255 DESCR: AARP provides a couple of types of tax aid for the general public. We don't have an age or income limit, but we do 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 (who answer a central call-in number and make appointments). We are always looking for new counselors. It is not an easy job, but it is very rewarding. We work very hard to get back every dollar in refunds we can (for both Federal & Ohio returns), or to minimize payments when people owe. The training is about a week long, and there is a significant (but open-book, non-timed) test at the end. We pride ourselves on everyone at each site helping each other - it is a team effort. Business Name: BNI - ACHIEVERS CHAPTER POSITION: Secretary/Treasurer NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER 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 where we have our weekly meetings. The chapter has an annual christmas party where we pay $25 to participate and that will go into the checking account. Take minutes for each chapter meeting. Business Name: MARIEMONT ATHLETIC BOOSTERS ASSOCIATION POSITION: Association member NATURE: Volunteer for the school district INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/10/2023 ADDRESS: One Warrier Way, Cincinnati OH 45227, United States DESCRIPTION: I am on the concession stand committee and also just joined the finance committee. The finance committee is tasked with approving requests from coaches to use Booster funds to buy sports equipment needed for the student athletes.
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)Upgrade to AdvisorCheck Premium
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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 |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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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
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