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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-10-01
  • CA RA
    APPROVED
    Since 2024-10-01

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

2286 N. State College Blvd., Fullerton, CA 92831 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Robert J. Kemp Realty Fullerton CA 01/1990 Present
Kemp Financial Management, Llc Fullerton CA 09/1996 09/2024
Sagepoint Financial, Inc. Phoenix AZ 01/2009 10/2017
Savant Wealth Management Rockford IL 10/2024 11/2024
Savant Wealth Management Rockford IL 12/2024 Present
  • 01/1990 → Present
    Robert J. Kemp Realty
    Fullerton, CA
  • 09/1996 → 09/2024
    Kemp Financial Management, Llc
    Fullerton, CA
  • 01/2009 → 10/2017
    Sagepoint Financial, Inc.
    Phoenix, AZ
  • 10/2024 → 11/2024
    Rockford, IL
  • 12/2024 → Present
    Rockford, IL
Previous Registrations
  • 1996-11-07 → 2024-10-04
    Kemp Financial Management, Llc
    Fullerton, CA
  • 2005-10-31 → 2006-09-11
    Osaic Services, Inc.
    Fullerton, CA
    Fullerton, CA
    Fullerton, CA
  • 1998-11-30 → 2005-10-31
    Sentra Securities Corporation
    Placentia, CA
Other Businesses

KEMP REALTY LICENSED REAL ESTATE BROKER 1% OF TIME 1 HOUR A QUARTER 2286 N. STATE COLLEGE BLVD. FULLERTON, CA 92831

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-12-10
S63 Uniform Securities Agent State Law Examination 1994-03-08
  • S66 Uniform Combined State Law Examination
    2002-12-10
  • S63 Uniform Securities Agent State Law Examination
    1994-03-08

View on SEC IAPD

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