Ryan Monette, financial advisor Rockford IL
90 score

Ryan Monette

CRD Number: 5998202
Current Firm: Savant Capital Management

Ryan Monette (CRD# 5998202) is an Investment Advisor Representative working at Savant Capital Management in Rockford, IL and has 1 year of experience in the finance industry. Ryan Monette 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 2015 - Current 1
Savant Captial Management Rockford, IL Jun 2014 - Jun 2015 1
Savant Capital Management Rockford, IL Jan 2014 - Jun 2014 < 1
Savant Capital Management Rockford, IL Jan 2012 - Jan 2014 2
Savant Capital Management Inc. Rockford, IL Jan 2011 - Dec 2011 < 1
Savant Capital Management Inc. Rockford, IL Jan 2008 - Jan 2011 3
Savant Capital Management Inc. Rockford, IL May 2006 - Jan 2008 1
Northern Illinois University Dekalb, IL Jan 2006 - Jan 2008 2

Ryan Monette has no recent exams reported.
Contact Info for Ryan G. Monette
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
90
Clean Record
This advisor has a clean track record with regulators.

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