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).
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Total Assets Under Management24,398MILLION
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Total Number of Accounts16,294ACCOUNTS
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Average Account Value$1,497,331
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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
Cory Buehler (CRD# 6819533) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.
Michele Bush (CRD# 6634682) is an Investment Advisor Representative working at Savant Wealth Management in Lincolnshire, IL and has over 8 years of experience in the finance industry.
Christopher Carlson (CRD# 6645454) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 7 years of experience in the finance industry.
Derek Carter (CRD# 2874759) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 26 years of experience in the finance industry.
Shirlene Chart (CRD# 5246812) is an Investment Advisor Representative working at Savant Wealth Management in Middleton, WI and has over 9 years of experience in the finance industry.
John Clarke (CRD# 5702537) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 14 years of experience in the finance industry.
Travis Cliff (CRD# 4458105) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 22 years of experience in the finance industry.
Brian Conroy (CRD# 3207688) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 25 years of experience in the finance industry.
Philip Corcoran (CRD# 2339161) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 30 years of experience in the finance industry.
Dennis Covington (CRD# 2604616) is an Investment Advisor Representative working at Savant Wealth Management in Atlanta, GA and has over 29 years of experience in the finance industry.