Scott Richard Brown

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:

Current Employers

Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

Authority	Category	Status	Date
DE	RA	APPROVED	2023-07-20

DE RA
APPROVED

Since 2023-07-20

Branch Locations

34382 Carpenters Way #5, Lewes, DE 19958 • 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

Organization	City	State	From	To
Wealth Management Group, Llc	Dover	DE	02/2001	07/2023
R. F. Book & Co. Cpas	Dover	DE	11/1985	07/2023
Savant Wealth Management	Rockford	IL	07/2023	11/2024
Savant Wealth Management	Rockford	IL	11/2024	Present

02/2001 → 07/2023

Wealth Management Group, Llc

Dover, DE
11/1985 → 07/2023

R. F. Book & Co. Cpas

Dover, DE
07/2023 → 11/2024

Savant Wealth Management

Rockford, IL
11/2024 → Present

Savant Wealth Management

Rockford, IL

Previous Registrations

2001-06-05 → 2023-08-18

Wealth Management Group

Dover, DE

Dover, DE

Other Businesses

1. R F BOOK REALTY, LLC, NOT INVESTMENT RELATED, ADDRESS: 220 BEISER BLVD, DOVER, DE 19904, REAL ESTATE RENTAL, TITLE: MEMBER, START DATE - 12/2002, HOURS DEVOTED MONTHLY - 1, SECURITY TRADING HOURS DEVOTED - LESS THAN 1/2 MONTH, DUTIES - RENTAL MANAGEMENT.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-12-28

S65 Uniform Investment Adviser Law Examination

1999-12-28

Designations

Personal Financial Specialist

View on SEC IAPD