Savant Wealth Management
Savant Wealth Management (CRD# 107271) is a financial advisory firm headquartered in Rockford, IL. They manage $26,037,636,583 in 16,304 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management26,038MILLION
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Total Number of Accounts16,304ACCOUNTS
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Average Account Value$1,597,009
- 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
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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 11 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 Atlanta, GA 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.