Best Investors Account Sign in
Inactive

Stephen Manning Carlson

Savant Wealth Management

Rockford, IL

Knoxville, TN

Claim This Profile
Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-01-05
  • TN RA
    APPROVED
    Since 2026-01-05

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

234 S Peters Road Suite 102, Knoxville, TN 37923 • United States

Disclosures

3 disclosure categories 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Asset Planning Corporation Knoxville TN 03/2016 12/2025
Savant Wealth Management Rockford IL 01/2026 08/2026
Savant Wealth Management Rockford IL 08/2026 Present
Previous Registrations
  • 2016-06-30 → 2026-01-15
    Asset Planning Corporation
    Knoxville, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-25
S63 Uniform Securities Agent State Law Examination 1992-08-10
  • S65 Uniform Investment Adviser Law Examination
    2016-06-25
  • S63 Uniform Securities Agent State Law Examination
    1992-08-10
Other Names
  • Stephen M Carlson

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STACKSTONE WEALTH, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC

Other Investors

JASON JEFFREY WERNER
JENNIFER ELISE LEWIS
ZORANA OKILJ
DAVID RAY FEHRLE
JACK E WHEELER
THOMAS MARTIN WEIGHTMAN
EMILY MANEY VANHILLE
ERICH LEE VARGAZ

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL
STACKSTONE WEALTH, LLC · ROCKFORD, IL
EDWARD JONES · ROCKFORD, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Rockford, IL
FIFTH THIRD SECURITIES, INC. · ROCKFORD, IL
LPL FINANCIAL LLC · ROCKFORD, IL

More in Rockford, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor