Mario Savoie (CRD# 5105575) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Scottsdale, AZ and has over 17 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Jan 2023 - Current | 1 |
| Thrivent Investment Management Inc. | Scottsdale, AZ | Dec 2022 - Current | 1 |
| Lpl Financial LLC | Peoria, AZ | Mar 2021 - Dec 2022 | 1 |
| Bmo Harris Financial Advisors | Peoria, AZ | Nov 2020 - Mar 2021 | < 1 |
| Fidelity Investments | Naperville, IL | Apr 2019 - Nov 2020 | 1 |
| Td Ameritrade | Oak Brook, IL | Mar 2018 - Apr 2019 | 1 |
| First Midwest Bank | Lockport, IL | Sep 2013 - Mar 2018 | 4 |
| Lpl Financial LLC | Charlotte, NC | Sep 2013 - Mar 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2014 |
- AZ
- OK
- TX
-
Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
-
Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.