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Barry Jonathan Frantz

Savant Wealth Management

Cedar Rapids, IA

Rockford, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2023-01-30
  • IA RA
    APPROVED
    Since 2023-01-30

Branch Locations

221 Third Avenue Se Suite 215, Cedar Rapids, IA 52401 • 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
Savant Wealth Management Rockford IL 10/2022 12/2024
Terry, Lockridge & Dunn Inc Cedar Rapids IA 11/2001 09/2022
Savant Wealth Management Rockford IL 12/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-28
S63 Uniform Securities Agent State Law Examination 2001-02-27
  • S65 Uniform Investment Adviser Law Examination
    2023-01-28
  • S63 Uniform Securities Agent State Law Examination
    2001-02-27

View on SEC IAPD

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Other Offices

OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · CEDAR RAPIDS, IA
VALIC FINANCIAL ADVISORS, INC. · CEDAR RAPIDS, IA
ACCEL WEALTH MANAGEMENT · Cedar Rapids, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Cedar Rapids, IA
EDWARD JONES · CEDAR RAPIDS, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Hiawatha, IA

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