Unclaimed
Trevor Vaughn Savage is a registered Investment Advisor Representative with Reinhart Partners, LLC in Mequon, WI. Trevor has been in the industry since 2014 and has worked with clients in both Michigan and Wisconsin. Prior to working with Reinhart Partners, LLC, Trevor was with Advance Capital Services, Inc. in Southfield, MI. He has experience working with a variety of clients, including high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit sharing plans, corporations or other businesses, and state or municipal government entities. Trevor is a Series 63 and Series 65 licensed holder. He also holds the SIE and Series 6 licenses. Trevor is a valuable asset to the Reinhart Partners, LLC team and has a proven track record of success.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WI
10/18/2022 - Present
Reinhart Partners, LLC (MEQUON WI)
MI
02/05/2014 - 12/31/2016
ADVANCE CAPITAL SERVICES, INC. (SOUTHFIELD MI)
IA
Issued 02/09/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Trevor Savage is the right advisor for you? Invested Better is here to help.