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Elizabeth Naze Muldowney

Savant Wealth Management

Rockford, IL

CRD 4600987

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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:

Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2010-03-26
  • IL RA
    APPROVED
    Since 2010-03-26

Branch Locations

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
Savant Capital Management Rockford IL 07/2014 07/2020
Savant Wealth Management Rockford IL 07/2020 Present
Other Businesses

M&L Growth and Strategy LLC. DBA Anytime Fitness, Silent partner. 30% Owner of LLC

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-03-05
S63 Uniform Securities Agent State Law Examination 2005-01-31
  • S65 Uniform Investment Adviser Law Examination
    2010-03-05
  • S63 Uniform Securities Agent State Law Examination
    2005-01-31
Designations
  • Certified Financial Planner
Other Names
  • Elizabeth Naze Muldowney
  • Libby Naze Muldowney
  • Elizabeth Naze Muldowney
  • Elizabeth Naze Muldowney Samuelson
  • Libby Naze Muldowney Samuelson
  • Elizabeth Naze Samuelson

View on SEC IAPD

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