Paul Michael Bode

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

• 09/2015 → 12/2017
  Linenger Wealth Management , Llc
  Glen Ellyn, IL
• 12/2016 → 03/2023
  Plante Moran Financial Advisors
  Chicago, IL
• 03/2023 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2017-01-03 → 2023-03-15
  Plante Moran Financial Advisors
  Chicago, IL
• 2015-09-18 → 2017-12-31
  Linenger Wealth Management, Llc
  Glen Ellyn, IL

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-10-06

Designations

• Certified Financial Planner