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Inactive

Michael Jason Goldstein

Savant Wealth Management

Rockford, IL

Lincolnshire, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-10-28
  • IL RA
    APPROVED
    Since 2022-10-28

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

475 Half Day Road Suite 210, Lincolnshire, IL 60069 • 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
Addison Clark Wealth Management, Llc (157125) Vernon Hills IL 03/2011 10/2022
Savant Wealth Management Rockford IL 10/2022 Present
  • 03/2011 → 10/2022
    Addison Clark Wealth Management, Llc (157125)
    Vernon Hills, IL
  • 10/2022 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2011-04-05 → 2022-10-10
    Addison Clark Wealth Management, Llc
    Vernon Hills, IL
  • 2010-09-30 → 2011-04-04
    Chase Investment Services Corp.
    Wilmette, IL
  • 2007-05-24 → 2010-09-28
    Charles Schwab & Co., Inc.
    Northbrook, IL
  • 2007-04-02 → 2007-05-17
    Morgan Stanley & Co. Llc
    Riverwoods, IL
  • 2004-02-03 → 2007-04-02
    Morgan Stanley Dw Inc.
    Riverwoods, IL
    Riverwoods, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-12-20
S63 Uniform Securities Agent State Law Examination 2003-09-27
  • S65 Uniform Investment Adviser Law Examination
    2003-12-20
  • S63 Uniform Securities Agent State Law Examination
    2003-09-27
Designations
Other Names
  • Michael Jason Goldstein
  • Michael J Goldstein

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
STACKSTONE WEALTH, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC

Other Investors

JASON JEFFREY WERNER
JENNIFER ELISE LEWIS
ZORANA OKILJ
DAVID RAY FEHRLE
JACK E WHEELER
THOMAS MARTIN WEIGHTMAN
EMILY MANEY VANHILLE
ERICH LEE VARGAZ

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL
STACKSTONE WEALTH, LLC · ROCKFORD, IL
EDWARD JONES · ROCKFORD, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Rockford, IL
FIFTH THIRD SECURITIES, INC. · ROCKFORD, IL
LPL FINANCIAL LLC · ROCKFORD, IL

More in Rockford, IL

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