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Inactive

Travis Richard Cliff

Savant Wealth Management

Rockford, IL

Middleton, WI

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2021-12-03
  • WI RA
    APPROVED
    Since 2021-12-03

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

8401 Greenway Blvd #212, Middleton, WI 53562 • 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
Filbrandt Investment Advisers, Inc. Middleton WI 03/2013 01/2018
Filbrandt Wealth Management Middleton WI 01/2018 12/2021
Savant Wealth Management Rockford IL 12/2021 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2006-05-02
S63 Uniform Securities Agent State Law Examination 2001-10-29
  • S66 Uniform Combined State Law Examination
    2006-05-02
  • S63 Uniform Securities Agent State Law Examination
    2001-10-29
Designations

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
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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