Brent Joseph Martinson

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

• 05/2026 → Present
  Savant Wealth Management
  Rockford, IL
• 02/2014 → 11/2022
  Transamerica Retirement Solutions
  St. Paul, MN
• 02/2014 → 11/2022
  Transamerica Investors Securities Corporation
  St. Paul, MN
• 11/2022 → 04/2023
  Pnc Investments Llc
  Cleveland, OH
• 04/2023 → 04/2025
  Empower Financial Services, Inc
  Greenwood Village, CO
• 04/2023 → 04/2025
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 04/2025 → 05/2026
  Gradient Securities, Llc
  Arden Hills, MN
• 04/2025 → 05/2026
  Gradient Financial Group - Case Central
  Arden Hills, MN

Previous Registrations

• 2025-04-23 → 2026-05-27
  Gradient Securities, Llc
  Arden Hills, MN
  Arden Hills, MN
• 2023-05-12 → 2025-04-16
  Empower Advisory Group, Llc
  Greenwood Village, CO
  Eagan, MN
• 2022-12-09 → 2023-04-06
  Pnc Wealth Management Llc
  Eagan, MN
  Cleveland, OH
• 2014-02-20 → 2022-11-29
  Transamerica Retirement Advisors, Llc
  St. Paul, MN
  Eagan, MN
  St. Paul, MN
• 2005-11-18 → 2010-01-12
  Td Ameritrade, Inc.
  Edina, MN
  Minneapolis, MN
• 2008-06-20 → 2010-01-12
  Td Ameritrade Investment Management, Llc
  Minneapolis, MN

Other Businesses

RENTAL PROPERTY; NOT INVESTMENT RELATED; 9400 OLD CEDAR AVE S #326, BLOOMINGTON, MN 55425; OWNER; START 6/2009; 0 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING HOURS; OWNER OF PROPERTY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-11-03
• S63 Uniform Securities Agent State Law Examination
  2004-09-29

Designations

• Certified Financial Planner

Other Names

• Brent Martinson