Brian Knabe, financial advisor Rockford IL
96 score

Brian Knabe

CRD Number: 5485722
Current Firm: Savant Capital Management

Brian Knabe (CRD# 5485722) is an Investment Advisor Representative working at Savant Capital Management in Rockford, IL and has over 8 years of experience in the finance industry. Brian Knabe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Savant Capital Management Rockford, IL Jan 2012 - Current 4
The Flambeau Hospital Park Falls, WI Jan 2012 - Current 4
University Of Illinois College Of Medicine Rockford, IL Feb 2008 - Current 8
Edgerton Hospital Edgerton, WI Apr 2011 - Mar 2012 < 1
Boscobel Area Health Care Boscobel, WI Mar 2011 - Mar 2012 1
Savant Capital Management, Inc. Rockford, IL Jan 2008 - Dec 2011 3
Morrison Community Hospital Morrison, IL Jan 2010 - Apr 2011 1
Community Memorial Hospital Staunton, IL Nov 2009 - Oct 2010 < 1
Savant Capital Management, Inc. Rockford, IL Jan 2007 - Jan 2008 1
Swedish American Hospital Rockford, IL Sep 1996 - Jan 2008 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2008
Contact Info for Brian J. Knabe
Phone Number: 815-227-0300
Registered State(s):
  • IL
  • WI
By the Numbers
  • Total Assets Under Management
    4,224
    MILLIONS
  • Total Number of Accounts
    3,946
    ACCOUNTS
  • Average Account Value
    $1,070,544
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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