Michael Lee Conerly

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

• 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

• 2021-09-27 → 2026-04-29
  Exencial Wealth Advisors
  Huntersville, NC
  Oklahoma City, OK

Designations

• Chartered Financial Analyst