Savant Wealth Management

Savant Wealth Management (CRD# 107271) is a financial advisory firm headquartered in Rockford, IL. They manage $24,397,506,416 in 16,294 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    24,398
    MILLION
  • Total Number of Accounts
    16,294
    ACCOUNTS
  • Average Account Value
    $1,497,331
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Savant Wealth Management
Showing 1 - 10 of 219 top financial advisors.
1
Wayne B. Titus
CRD#: 4511557
218 S Main Street, Suite A, Plymouth, MI 48170

Wayne Titus (CRD# 4511557) is an Investment Advisor Representative working at AMDG Financial in Plymouth, MI and has 20 years of experience as a financial adviser.

2
Allison A. Alexander
CRD#: 6311988
190 Buckley Drive, Rockford, IL 61107

Allison Alexander (CRD# 6311988) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 9 years of experience in the finance industry. Allison Alexander 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.

3
Dominic J. Anzevino
CRD#: 5538797
190 Buckley Drive, Rockford, IL 61107

Dominic Anzevino (CRD# 5538797) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 15 years of experience in the finance industry.

4
Martin J. Armbruster
CRD#: 1068568
609 Treybourne Drive, Suite B, Greenwood, IN 46142
Martin Armbruster (CRD# 1068568) is an Investment Advisor Representative working at Treybourne Wealth Planners in Greenwood, IN and has over 33 years of experience in the finance industry. Martin Armbruster 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 putclients' interests first and comply with the Financial Planning Practice Standards.
5
Matthew D. Armstrong
CRD#: 5917049
190 Buckley Drive, Rockford, IL 61107

Matthew Armstrong (CRD# 5917049) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 13 years of experience in the finance industry. Matthew Armstrong 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.

6
Sobhi Baghdadi
CRD#: 6558495
190 Buckley Drive, Rockford, IL 61107

Sobhi Baghdadi (CRD# 6558495) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 8 years of experience in the finance industry. Sobhi Baghdadi 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.

7
Scott P. Baril
CRD#: 5209434
190 Buckley Drive, Rockford, IL 61107

Scott Baril (CRD# 5209434) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 17 years of experience in the finance industry. Scott Baril 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.

8
Lois K. Basil
CRD#: 5899498
4040 N. Lincoln Avenue, Chicago, IL 60618

Lois Basil (CRD# 5899498) is an Investment Advisor Representative working at Savant Wealth Management in Chicago, IL and has 1 year of experience in the finance industry. Lois Basil 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.

9
Gina M. Beall
CRD#: 2221528
San Diego, CA

Gina Beall (CRD# 2221528) is an Investment Advisor Representative working at Savant Wealth Management in San Diego, CA and has over 31 years of experience in the finance industry.

10
Tracy S. Beard
CRD#: 4123807
190 Buckley Drive, Rockford, IL 61107

Tracy Beard (CRD# 4123807) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 24 years of experience in the finance industry. Tracy Beard 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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