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Inactive

Stephanie Lynn Willison

Savant Wealth Management

Rockford, IL

Greenwood, IN

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2021-09-16
  • IN RA
    APPROVED
    Since 2021-09-16

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

609 Treybourne Drive Suite B, Greenwood, IN 46142 • 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
Treybourne Wealth Planners, Inc Greenwood IN 12/2010 12/2021
Savant Wealth Management Rockford IL 09/2021 01/2026
Savant Wealth Management Rockford IL 01/2026 Present
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-12-08
  • S65 Uniform Investment Adviser Law Examination
    2000-12-08
Designations
Other Names
  • Stephanie Lynn Rizzi

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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