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Inactive

Robert Earl Morrison

Savant Wealth Management

Lincolnshire, IL

Rockford, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2020-02-20
  • IL RA
    APPROVED
    Since 2020-02-20

Branch Locations

475 Half Day Rd Ste 210, Lincolnshire, IL 60069 • United States

190 Buckley Drive, Rockford, IL 61107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Huber Financial Advisors, Llc Lincolnshire IL 07/2013 04/2020
Savant Capital Management Rockford IL 02/2020 07/2020
Savant Wealth Management Rockford IL 07/2020 07/2024
Savant Wealth Management Rockford IL 08/2024 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2000-12-06
  • S66 Uniform Combined State Law Examination
    2000-12-06
Designations
Other Names
  • Rob Morrison
  • Robert Earl Morrison

View on SEC IAPD

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