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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2022-10-04
  • IA RA
    APPROVED
    Since 2022-10-04

Branch Locations

221 3Rd Ave Se Suite 215, Cedar Rapids, IA 52401 • United States

190 Buckley Drive, Rockford, IL 61107 • 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
World Trend Fncl Plan Serv,Ltd. Cedar Rapids IA 08/1997 09/2022
Ausdal Financial Partners, Inc Davenport IA 09/2018 09/2022
Savant Wealth Management Rockford IL 10/2022 11/2024
Savant Wealth Management Rockford IL 11/2024 Present
  • 08/1997 → 09/2022
    World Trend Fncl Plan Serv,Ltd.
    Cedar Rapids, IA
  • 09/2018 → 09/2022
    Ausdal Financial Partners, Inc
    Davenport, IA
  • 10/2022 → 11/2024
    Rockford, IL
  • 11/2024 → Present
    Rockford, IL
Previous Registrations
  • 2001-08-06 → 2022-12-31
    World Trend Financial Planning Services, Ltd.
    Cedar Rapids, IA
    Iowa City, IA
    Cedar Rapids, IA
    Cedar Rapids, IA
Other Businesses

MAXWELL MEIBORG FOUNDATION; NON INVESTMENT RELATED; CEDAR RAPIDS, IA; 502(C) 3 CHARITY; CO-FOUNDER; ACTIVITY BEGAN 09/2006; I DEVOTE APPX 5 HOURS PER MONTH WITH NONE OF THOSE HOURS DURING TRADING TO THIS ACTIVITY; RAISE MONEY FOR CHILDREN'S CHARITIES, PRIMARILY MAKE A WISH OF IOWA. TLD-WT LLC; INVESTMENT RELATED; CEDAR RAPIDS, IA; OWN REAL ESTATE BLDG; CO-OWNER; ACTIVITY BEGAN 06/2008; I DEVOTE NO HOURS TO THIS ACTIVITY; CO-OWN A BUILDING THAT HOUSES WORLD TREND OFFICES. COTTAGE GROVE PLACE; NON-INVESTMENT RELATED; CEDAR RAPIDS, IA; COMMUNITY-BASED NON PROFIT ORGANIZATION COMMITTED TO SERVING SENIORS; BOARD OF TRUSTEE MEMBER; ACTIVITY BEGAN 10/2019; I DEVOTE LESS THAN ONE HOUR PER MONTH TO THIS ACTIVITY WITH NONE DURING TRADING HOURS; AS A BOARD MEMBER WE APPROVE LARGE CAPITAL IMPROVEMENTS TO THE PROPERTY. CEDAR RAPIDS SCOTTISH RITE; NON INVESTMENT RELATED; CEDAR RAPIDS, IA;FRATERNAL, NOT FOR PROFIT ORGANIZATION; FINANCIAL MANAGER;ACTIVITY TO BEGIN 05/2020; I DEVOTE APPX 2 HOURS PER MONTH TO THIS ACTIVITY WITH NONE OF THOSE HOURS DURING TRADING HOURS; I WORK WITH THE ACCOUNTANT AND BOOKKEEPER TO ASSURE TIMELY FINANCIAL REPORTING AND ASSIST WITH FILING OF TAX RETURNS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-02-05
S63 Uniform Securities Agent State Law Examination 1998-04-02
  • S65 Uniform Investment Adviser Law Examination
    2001-02-05
  • S63 Uniform Securities Agent State Law Examination
    1998-04-02

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