Rebecca Stroud (CRD# 4199178) is an Investment Advisor Representative working at Savant Wealth Management in Wentzville, MO and has over 21 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6463221
Cetera Investment Advisers LLC
CRD# 3168400
Creative Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Savant Wealth Management | Rockford, IL | Jul 2021 - Current | 2 |
| Amdg Financial | Plymouth, MI | Sep 2015 - Jun 2021 | 5 |
| Homemaking | Wentzville, MO | Jan 2012 - Sep 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2002 |
- MI
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Total Assets Under Management24,398MILLIONS
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Total Number of Accounts16,294ACCOUNTS
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Average Account Value$1,497,331
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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
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