Stephen Manning Carlson

Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 12/2025
  Asset Planning Corporation
  Knoxville, TN
• 01/2026 → 08/2026
  Savant Wealth Management
  Rockford, IL
• 08/2026 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2016-06-30 → 2026-01-15
  Asset Planning Corporation
  Knoxville, TN

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-25
• S63 Uniform Securities Agent State Law Examination
  1992-08-10

Other Names

• Stephen M Carlson