Casey Christianson (CRD# 6989361) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 5 years of experience in the finance industry. Casey Christianson has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 2088227
Cetera Investment Advisers LLC
CRD# 5115121
Focus Financial Advisors
CRD# 6311988
Savant Wealth Management
Company Name | Location | Dates | Years |
---|---|---|---|
Savant Wealth Management | Rockford, IL | Jul 2020 - Current | 4 |
Savant Capital Management | Rockford, IL | Jun 2020 - Jul 2020 | < 1 |
Savant Capital Management | Rockford, IL | Sep 2018 - May 2020 | 1 |
Peoples Exchange Bank | Lexington, KY | Oct 2017 - Aug 2018 | < 1 |
Unemployed | Rockford, IL | Oct 2016 - Oct 2017 | 1 |
Martin Automatic Inc. | Rockford, IL | Aug 2016 - Sep 2016 | < 1 |
Rockford Christian High School | Rockford, IL | May 2016 - Aug 2016 | < 1 |
Wheaton College | Wheaton, IL | Aug 2015 - May 2016 | < 1 |
Savant Capital Management | Rockford, IL | May 2015 - Aug 2015 | < 1 |
Wheaton College | Wheaton, IL | Aug 2014 - May 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2019 |
- IL
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Total Assets Under Management26,295MILLIONS
-
Total Number of Accounts15,145ACCOUNTS
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Average Account Value$1,736,206
- 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)
- Educational seminars/workshops
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