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William Mercer Savage

GPS Wealth Strategies Group, LLC

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About William Mercer Savage

William Mercer Savage is an investment advisor with over 38 years of experience in the financial industry. William is a registered representative with GPS Wealth Strategies Group, LLC in Centennial, Colorado. William has been with LPL Financial, LLC since 1989. William has a Series 7, 24 and 63 licenses, as well as the SIE.

Firm Information

William Savage is currently registered with GPS Wealth Strategies Group, LLC. GPS Wealth Strategies Group, LLC is an investment advisor headquartered in Centennial, Colorado. The firm manages approximately $1 billion to $10 billion in assets and has 24 registered representatives. GPS Wealth Strategies Group, LLC provides financial planning, portfolio management for individuals, and pension consulting services to a range of clients, including high-net-worth individuals, corporations, and charitable organizations.
GPS Wealth Strategies Group, LLC

6484 SOUTH QUEBEC STREET

CENTENNIAL, CO 80111

$1.07B

Assets Under Management

143

Total Clients

20

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.

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consulting

Consulting

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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percentage of assets

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

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William Savage’s Registration & Firm History

CO

03/18/2024 - Present

GPS Wealth Strategies Group, LLC (CENTENNIAL CO)

NY

04/11/1988 - 10/02/1989

SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)

NA

08/22/1984 - 04/11/1988

E. F. HUTTON & COMPANY INC

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Licenses & Designations

BC

Issued 08/28/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/15/1991

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William Mercer Savage. Review regulatory record here.
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