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Inactive

Adam Munger

Savant Wealth Management

Huntsville, AL

Rockford, IL

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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

3810 Governors Drive Nw Suite 100, Huntsville, AL 35805 • United States

190 Buckley Drive, Rockford, IL 61107 • 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
Scottrade, Inc. Huntsville AL 04/2010 02/2018
Td Ameritrade, Inc. Huntsville AL 02/2018 01/2021
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 01/2021
Bridgeworth Wealth Management Birmingham AL 06/2021 11/2023
Scottrade Investment Management Saint Louis MO 03/2017 02/2018
Unemployed Owens Cross Roads AL 01/2021 06/2021
Savant Wealth Management Rockford IL 12/2023 Present
  • 04/2010 → 02/2018
    Scottrade, Inc.
    Huntsville, AL
  • 02/2018 → 01/2021
    Td Ameritrade, Inc.
    Huntsville, AL
  • 02/2018 → 01/2021
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 06/2021 → 11/2023
    Bridgeworth Wealth Management
    Birmingham, AL
  • 03/2017 → 02/2018
    Scottrade Investment Management
    Saint Louis, MO
  • 01/2021 → 06/2021
    Unemployed
    Owens Cross Roads, AL
  • 12/2023 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2021-08-17 → 2024-03-19
    Bridgeworth Wealth Management
    Huntsville, AL
    Birmingham, AL
    Huntsville, AL
  • 2018-02-27 → 2021-01-11
    Td Ameritrade, Inc.
    Huntsville, AL
  • 2018-02-26 → 2020-12-31
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Huntsville, AL
  • 2017-03-30 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-30
S63 Uniform Securities Agent State Law Examination 2008-04-07
  • S66 Uniform Combined State Law Examination
    2017-03-30
  • S63 Uniform Securities Agent State Law Examination
    2008-04-07
Designations
Other Names
  • Adam Munger
  • Adam Matthew Munger

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
RAYMOND JAMES & ASSOCIATES, INC.
TRUIST ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

ERIC TY KING
MARK ANTHONY RUSSELL
JOHN K WALTERS
TIMOTHY RANN ROBERTS
MATTHEW RICHARD BARNES
ROGER SAMUEL BARNES
LANCE CHRISTOPHER ERNEST
ROBERT WILSON MOORES

Other Offices

LPL FINANCIAL LLC · HUNTSVILLE, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · Huntsville, AL
OSAIC WEALTH, INC. · HUNTSVILLE, AL
LPL FINANCIAL LLC · HUNTSVILLE, AL
RAYMOND JAMES & ASSOCIATES, INC. · HUNTSVILLE, AL
TRUIST ADVISORY SERVICES, INC. · HUNTSVILLE, AL
TRUIST ADVISORY SERVICES, INC. · HUNTSVILLE, AL
CETERA INVESTMENT ADVISERS LLC · HUNTSVILLE, AL

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