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Inactive

Wade Alan Warren

Savant Wealth Management

Rockford, IL

Birmingham, AL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2023-12-04
  • AL RA
    APPROVED
    Since 2023-12-04

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

101 25Th Street North Suite 100, Birmingham, AL 35203 • 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
Lpl Financial Llc Birmingham AL 05/2015 11/2023
Bridgeworth, Llc Birmingham AL 05/2015 11/2023
Bridgeworth, Llc Birmingham AL 02/2016 11/2023
Savant Wealth Management Rockford IL 12/2023 Present
  • 05/2015 → 11/2023
    Lpl Financial Llc
    Birmingham, AL
  • 05/2015 → 11/2023
    Bridgeworth, Llc
    Birmingham, AL
  • 02/2016 → 11/2023
    Bridgeworth, Llc
    Birmingham, AL
  • 12/2023 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2015-12-04 → 2024-03-19
    Bridgeworth Wealth Management
    Birmingham, AL
    Birmingham, AL
  • 2008-03-11 → 2015-05-22
    Concourse Financial Group Securities, Inc.
    Birmingham, AL
    Birmingham, AL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-04-06
S63 Uniform Securities Agent State Law Examination 2005-03-24
  • S66 Uniform Combined State Law Examination
    2006-04-06
  • S63 Uniform Securities Agent State Law Examination
    2005-03-24
Designations

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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