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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-12-22 |
| OH | RA | APPROVED | 2022-12-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tmfs Advisors, Llc | Overland Park | KS | 07/2015 | 11/2016 |
| Financial Engines Advisor Center, Llc | Akron | OH | 07/2015 | 12/2016 |
| Golden Reserve | Dublin | OH | 08/2020 | 06/2021 |
| Golden Reserve Ria, Llc | Dublin | OH | 08/2020 | 06/2021 |
| Financial Engines Advisors, Llc | Akron | OH | 03/2016 | 08/2020 |
| The Retirement Planning Group | Leawood | KS | 08/2021 | 11/2022 |
| Savant Wealth Management | Rockford | IL | 11/2022 | 07/2024 |
| Savant Wealth Management | Rockford | IL | 08/2024 | 09/2024 |
| Savant Wealth Management | Rockford | IL | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-22 |
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