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
Jakob Loescher (CRD# 5729433) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 14 years of experience in the finance industry.
Stephen Lorence (CRD# 6207909) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 9 years of experience in the finance industry.
Keith Lueck (CRD# 6599279) is an Investment Advisor Representative working at Savant Wealth Management in Middleton, WI and has over 8 years of experience in the finance industry.
Jeffrey McCormack (CRD# 2857491) is an Investment Advisor Representative working at Savant Wealth Management in Birmingham, AL and has over 27 years of experience in the finance industry.
David McCormick-Goodhart (CRD# 6288585) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 10 years of experience in the finance industry.
Kevin McFadden (CRD# 6097175) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 10 years of experience in the finance industry.
Sarah McGinniss (CRD# 6478804) is an Investment Advisor Representative working at Savant Wealth Management in Madison, WI and has over 9 years of experience in the finance industry.
John McMillen (CRD# 4247888) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 23 years of experience in the finance industry.
Tory Meiborg (CRD# 3029409) is an Investment Advisor Representative working at Savant Wealth Management in Cedar Rapids, IA and has over 26 years of experience in the finance industry.
Zach Meulemans (CRD# 6222462) is an Investment Advisor Representative working at Savant Wealth Management in Middleton, WI and has over 10 years of experience in the finance industry.