Daniel Rezin, financial advisor Rockford IL
89 score

Daniel Rezin

CRD Number: 6125974
Current Firm: Savant Capital Management

Daniel Rezin (CRD# 6125974) is an Investment Advisor Representative working at Savant Capital Management in Rockford, IL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Savant Capital Management Rockford, IL Jan 2016 - Current < 1
Savant Capital Management Rockford, IL Jul 2014 - Jan 2016 1
Rnb Enterprises LLC Rockford, IL Jan 2014 - Jun 2014 < 1
Savant Capital Management Rockford, IL Jan 2014 - Jun 2014 < 1
Savant Capital Management Rockford, IL Aug 2012 - Dec 2013 1
Retired Rockford, IL Jan 2012 - Aug 2012 < 1
Amphenol Rockford, IL Jul 1997 - Dec 2011 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Daniel S. Rezin
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
89
Clean Record
This advisor has a clean track record with regulators.

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