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Craig Matthew Wezenski

Savant Wealth Management

Rockford, IL

Guilford, CT

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-04-17
  • CT RA
    APPROVED
    Since 2026-04-17

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

246 Goose Lane Suite 201, Guilford, CT 06437 • 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
Willingdon Wealth Management Llc Huntersville NC 03/2016 07/2020
Exencial Wealth Advisors, Llc Oklahoma City OK 06/2020 03/2026
Savant Wealth Management Rockford IL 04/2026 Present
  • 03/2016 → 07/2020
    Willingdon Wealth Management Llc
    Huntersville, NC
  • 06/2020 → 03/2026
    Exencial Wealth Advisors, Llc
    Oklahoma City, OK
  • 04/2026 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2020-06-09 → 2026-04-30
    Exencial Wealth Advisors
    Orange, CT
    Oklahoma City, OK
  • 2016-03-29 → 2020-07-10
    Willingdon Wealth Management Llc
    Orange, CT
    Huntersville, NC
  • 2014-06-09 → 2016-04-28
    Fisher Investments
    Orange, CT
    Plano, TX
  • 2007-02-14 → 2014-06-04
    Strategic Advisers Llc
    Greenwich, CT
  • 2003-07-09 → 2006-12-19
    Ameriprise Advisor Services, Inc.
    Portland, ME
    Wall, NJ
    Brick, NJ
    North Attleboro, MA
    New York, NY
    Milford, MA
    Succasunna, NJ
    New York, NY
    Salem, MA
    Newburyport, MA
    Old Saybrook, CT
    New Milford, CT
    Albany, NY
    Concord, NH
    Kennebunk, ME
    Succasunna, NJ
  • 2003-03-06 → 2003-07-09
    Choreo, Llc
    Fairfield, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-03-28
S63 Uniform Securities Agent State Law Examination 1998-06-08
  • S65 Uniform Investment Adviser Law Examination
    2001-03-28
  • S63 Uniform Securities Agent State Law Examination
    1998-06-08

View on SEC IAPD

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