Wendy Blair, financial advisor Freeport IL
96 score

Wendy Blair

CRD Number: 5311585
Current Firm: Savant Capital Management

Wendy Blair (CRD# 5311585) is an Investment Advisor Representative working at Savant Capital Management in Freeport, IL and has over 9 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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Professional Designations
Company Name Location Dates Years
Savant Capital Management Rockford, IL Jan 2012 - Current 4
Savant Capital Management, Inc. Rockford, IL Nov 2006 - Dec 2011 5
Us Bank Na Freeport, IL Jun 1989 - Nov 2006 17
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2007
Contact Info for Wendy M. Blair
Phone Number: 815-227-0300
Registered State(s):
  • IL
  • WI
By the Numbers
  • Total Assets Under Management
    4,224
    MILLIONS
  • Total Number of Accounts
    3,946
    ACCOUNTS
  • Average Account Value
    $1,070,544
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

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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