Elizabeth Samuelson, financial advisor Rockford IL
96 score

Elizabeth Samuelson

CRD Number: 4600987
Current Firm: Savant Capital Management

Elizabeth Samuelson (CRD# 4600987) is an Investment Advisor Representative working at Savant Capital Management in Rockford, IL and has over 11 years of experience in the finance industry. Elizabeth Samuelson 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 Jul 2014 - Current 2
Savant Cpaital Management Rockford, IL Jan 2012 - Jun 2014 2
Savant Capital Management, Inc. Rockford I=, IL Sep 2008 - Dec 2011 3
Fifth Third Securities Rockford, IL Nov 2004 - Jul 2008 3
Fifth Third Bank Rockford, IL Dec 2002 - Jul 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2005
S65 NASAA Investment Advisors Law Examination Mar 2010
Contact Info for Elizabeth N. Samuelson
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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