Kaye Haverstock Tahiliani

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

• 06/2013 → 03/2017
  Tiaa
  Charlotte, NC
• 06/2013 → 03/2017
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
• 03/2017 → 07/2020
  Willingdon Wealth Management
  Huntersville, NC
• 06/2020 → 03/2026
  Exencial Wealth Advisors, Llc
  Oklahoma City, OK
• 04/2026 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2020-06-09 → 2026-04-29
  Exencial Wealth Advisors
  Huntersville, NC
  Oklahoma City, OK
• 2017-03-07 → 2020-07-10
  Willingdon Wealth Management Llc
  Huntersville, NC
• 2013-06-26 → 2017-03-09
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
  Charlotte, NC
• 2008-01-15 → 2012-04-12
  Ameriprise Financial Services, Llc
  Charlotte, NC
  Columbia, MD

Exams

• S66 Uniform Combined State Law Examination
  2008-01-14

Other Names

• Kaye Edwinna Haverstock