Melissa Lynn Clarke

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

• 04/2011 → 09/2024
  Kemp Financial Managment, Llc
  Fullerton, CA
• 05/2011 → 10/2017
  Sagepoint Financial Advisors
  Fullerton, CA
• 10/2024 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2018-08-07 → 2024-10-04
  Kemp Financial Management, Llc
  Fullerton, CA

Exams

• S66 Uniform Combined State Law Examination
  2018-08-07
• S63 Uniform Securities Agent State Law Examination
  2000-11-29

Other Names

• Melissa Lynn Echerd
• Lissa Biazo
• Melissa Lynn Biazo
• Melissa Lynn Clarke
• Melissa Lynn Biazo