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Inactive

Robert James Witt

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 2020-02-21
  • IL RA
    APPROVED
    Since 2020-02-21

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

475 Half Day Rd 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
Huber Financial Advisors, Llc Lincolnshire IL 07/2013 04/2020
Savant Capital Managment Rockford IL 02/2020 07/2020
Savant Wealth Management Rockford IL 07/2020 Present
  • 07/2013 → 04/2020
    Huber Financial Advisors, Llc
    Lincolnshire, IL
  • 02/2020 → 07/2020
    Savant Capital Managment
    Rockford, IL
  • 07/2020 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2013-06-12 → 2020-08-02
    Huber Financial
    Lincolnshire, IL
  • 2008-02-21 → 2013-09-04
    Huber Financial Group, Ltd.
    Lincolnshire, IL
  • 2003-12-02 → 2007-08-06
    Kestra Investment Services, Llc
    Highland Park, IL
    Bannockburn, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-03-03
  • S63 Uniform Securities Agent State Law Examination
    1997-03-03
Designations
Other Names
  • Bob Witt

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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