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
Joshua Podczervinski (CRD# 5811713) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.
Ambari Prakash (CRD# 6363363) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 9 years of experience in the finance industry.
Thomas Ptacin (CRD# 3190991) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 23 years of experience in the finance industry.
David Ramage (CRD# 4201521) is an Investment Advisor Representative working at Savant Wealth Management in Clinton, SC and has over 23 years of experience in the finance industry.
Laura Rhoades (CRD# 5103532) is an Investment Advisor Representative working at Savant Wealth Management in Birmingham, AL and has over 17 years of experience in the finance industry.
Stacy Roggensack (CRD# 6270125) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 10 years of experience in the finance industry.
Christopher Ruedi (CRD# 6113807) is an Investment Advisor Representative working at Savant Wealth Management in Bloomington, IL and has over 11 years of experience in the finance industry.
Michael Russ (CRD# 6236033) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 10 years of experience in the finance industry.
Donna Sanders (CRD# 5524244) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 15 years of experience in the finance industry.
Lorene Shaw (CRD# 6434018) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.