Travis Richard Cliff

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

• 03/2013 → 01/2018
  Filbrandt Investment Advisers, Inc.
  Middleton, WI
• 01/2018 → 12/2021
  Filbrandt Wealth Management
  Middleton, WI
• 12/2021 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2018-02-01 → 2021-12-09
  Filbrandt Wealth Management, Llc
  Middleton, WI
• 2013-04-16 → 2018-02-21
  Filbrandt Investment Advisers Incorporated
  Middleton, WI
• 2002-11-05 → 2010-06-01
  U.S. Bancorp Investments, Inc.
  Sheboygan, WI
  Fond Du Lac, WI
  North Fon Du Lac, WI
  Princeton, WI
  Wautoma, WI
  Fond Du Lac, WI

Exams

• S66 Uniform Combined State Law Examination
  2006-05-02
• S63 Uniform Securities Agent State Law Examination
  2001-10-29

Designations

• Certified Financial Planner