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Katrina Lee Savage

Redhawk Wealth Advisors, Inc.

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About Katrina Lee Savage

Katrina Savage is a financial advisor who has been in the industry for over 40 years. Katrina is currently registered with Redhawk Wealth Advisors, Inc. Katrina provides financial planning and portfolio management services to a range of clients including high-net-worth individuals, pension and profit sharing plans, and individuals other than high-net-worth.

Firm Information

Katrina Savage is currently registered with Redhawk Wealth Advisors, Inc.. Redhawk Wealth Advisors, Inc. is an independent financial advisory firm based in Bloomington, MN. They manage approximately $1 billion to $10 billion in assets for a diverse range of clients, including individuals, families, businesses, and institutions. Their services include financial planning, portfolio management, and pension consulting. Redhawk Wealth Advisors, Inc. is registered with the Securities and Exchange Commission (SEC) and has a team of 47 investment advisor representatives.
Redhawk Wealth Advisors, Inc.

8500 NORMANDALE LAKE BLVD

BLOOMINGTON, MN 55437

$1.82B

Assets Under Management

941

Total Clients

44

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Katrina Savage’s Registration & Firm History

MI

03/15/2023 - Present

Redhawk Wealth Advisors, Inc. (FLINT MI)

MI

04/24/2007 - 01/19/2012

J.W. COLE FINANCIAL, INC. (FLINT MI)

MI

03/01/2007 - 04/25/2007

ROYAL ALLIANCE ASSOCIATES, INC. (FLINT MI)

MI

02/09/2006 - 03/01/2007

UNITED SECURITIES ALLIANCE, INC. (FLINT MI)

MI

11/17/1992 - 03/06/2006

WALNUT STREET SECURITIES, INC. (FLINT MI)

GA

01/07/1991 - 11/19/1992

PLANNED INVESTMENTS INC. (ATLANTA GA)

GA

01/15/1991 - 12/31/1991

IFG NETWORK SECURITIES, INC. (ATLANTA GA)

GA

11/17/1983 - 01/17/1991

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 03/31/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/19/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/27/2002

Series 24 - General Securities Principal Examination

BC

Issued 09/22/1998

Series 7 - General Securities Representative Examination

BC

Issued 11/16/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katrina Lee Savage.
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