Robert Earl Morrison

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

• 07/2013 → 04/2020
  Huber Financial Advisors, Llc
  Lincolnshire, IL
• 02/2020 → 07/2020
  Savant Capital Management
  Rockford, IL
• 07/2020 → 07/2024
  Savant Wealth Management
  Rockford, IL
• 08/2024 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2013-06-12 → 2020-08-02
  Huber Financial
  Lincolnshire, IL
• 2006-03-30 → 2013-09-09
  Huber Financial Group, Ltd.
  Lincolnshire, IL

Exams

• S66 Uniform Combined State Law Examination
  2000-12-06

Designations

• Certified Financial Planner

Other Names

• Rob Morrison
• Robert Earl Morrison