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Michael Lee Conerly

Savant Wealth Management

Rockford, IL

Huntersville, NC

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-04-29
  • NC RA
    APPROVED
    Since 2026-04-29

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

13801 Reese Bouldevard Suite 155, Huntersville, NC 28078 • 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
Exencial Wealth Advisors, Llc Oklahoma City OK 06/2021 03/2026
Wells Fargo Charlotte NC 11/2018 05/2021
Unemployed Charlotte NC 11/2017 10/2018
Columbia Threadneedle Charlotte NC 05/2010 11/2017
Savant Wealth Management Rockford IL 04/2026 Present
  • 06/2021 → 03/2026
    Exencial Wealth Advisors, Llc
    Oklahoma City, OK
  • 11/2018 → 05/2021
    Wells Fargo
    Charlotte, NC
  • 11/2017 → 10/2018
    Unemployed
    Charlotte, NC
  • 05/2010 → 11/2017
    Columbia Threadneedle
    Charlotte, NC
  • 04/2026 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
Designations

View on SEC IAPD

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FIFTH THIRD SECURITIES, INC.
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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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