Stephanie Lynn Willison

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

• 12/2010 → 12/2021
  Treybourne Wealth Planners, Inc
  Greenwood, IN
• 09/2021 → 01/2026
  Savant Wealth Management
  Rockford, IL
• 01/2026 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2011-01-03 → 2021-12-17
  Treybourne Wealth Planners
  Greenwood, IN
• 2009-09-25 → 2011-01-04
  Wealthpoint Advisors Llc
  Indianapolis, IN
• 2002-01-11 → 2009-10-20
  Pile Wealth Management
  Indianapolis, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-12-08

Designations

• Certified Financial Planner
• Personal Financial Specialist

Other Names

• Stephanie Lynn Rizzi