DS
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David Andrew Savage

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
2,803 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$4.3B

Fee Structure

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Location

4086 Legacy Parkway, Lansing, MI, 48911-4261

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David is a registered representative with Rehmann Financial Network, a financial advisor with Rehmann Capital Advisory Group, and a licensed producer with Rehmann Insurance Group, all starting in July 2023. He dedicates full-time hours to the first two roles and about a quarter of his time to the insurance group.

Employment History
Current Registrations
Rehmann Wealth
August 2023 - Present · 2 yrs 6 mos
Rehmann Financial Network, LLCBroker
July 2023 - Present · 2 yrs 7 mos
Previous Registrations
Truist Advisory Services, INC.
February 2017 - June 2023 · 6 yrs 4 mos
Truist Investment Services, INC.Broker
August 2016 - June 2023 · 6 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - July 2016 · 6 yrs 9 mos
Banc of America Investment Services, INC.Broker
October 2009 - October 2009 · 0 mos
Banc of America Investment Services, INC.Broker
September 2002 - April 2009 · 6 yrs 7 mos
Banc of America Investment Services, INC.Broker
August 2001 - August 2002 · 1 yr
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
David Andrew Savage - Financial Advisor | TrueAdvisor