Tracy Beard, financial advisor Rockford IL

Tracy Beard

CRD Number: 4123807
Current Firm: Savant Wealth Management

Tracy Beard (CRD# 4123807) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 24 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.

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Professional Designations
Company Name Location Dates Years
Savant Wealth Management Rockford, IL Jul 2020 - Current 3
Savant Capital Management Rockford, IL Jan 2012 - Jul 2020 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2000
Contact Info for Tracy S. Beard
Phone Number: 815-227-0300
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    24,398
    MILLIONS
  • Total Number of Accounts
    16,294
    ACCOUNTS
  • Average Account Value
    $1,497,331
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

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

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