Savant Wealth Management

Savant Wealth Management (CRD# 107271) is a financial advisory firm headquartered in Rockford, IL. They manage $10,317,730,553 in 6,938 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    10,318
    MILLION
  • Total Number of Accounts
    6,938
    ACCOUNTS
  • Average Account Value
    $1,487,133
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 98 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 6 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
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.
4
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 10 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.

5
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 5 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.

6
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 29 years of experience in the finance industry.

7
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 21 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.

8
Richard P. Bender
CRD#: 2202253
190 Buckley Drive, Rockford, IL 61107

Richard Bender (CRD# 2202253) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 15 years of experience in the finance industry. Richard Bender 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
Richard A. Bennett
CRD#: 4358740
190 Buckley Drive, Rockford, IL 61107

Richard Bennett (CRD# 4358740) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry. Richard Bennett 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.

10
Wendy M. Blair
CRD#: 5311585
1011 Loras Drv Ste B, Freeport, IL 61032

Wendy Blair (CRD# 5311585) is an Investment Advisor Representative working at Savant Wealth Management in Freeport, IL and has over 14 years of experience in the finance industry. Wendy Blair 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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