Kurtis James Savage
Investment adviser representative at Macdougall Financial Counseling
16 yearsExperience
1 stateRegistered in
$424.8MFirm assets
37 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Macdougall Financial CounselingMar 2010 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (PA).
Macdougall Financial Counseling
$424.8MAssets managed
124Clients
4Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6242105
- Firm CRD
- 104644