Wendy BlairCRD 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.
Dahl Financial Services, Inc.
Sagepoint Financial, Inc.
|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|
Total Assets Under Management4,224MILLIONS
Total Number of Accounts3,946ACCOUNTS
Average Account Value$1,070,544
- 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
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