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Lois Kaltenbach Basil

Savant Wealth Management

Rockford, IL

Chicago, IL

CRD 5899498

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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:

Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-05-01
  • IL RA
    APPROVED
    Since 2023-05-01

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

4040 N. Lincoln Avenue, Chicago, IL 60618 • 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
Savant Wealth Management Rockford IL 05/2023 Present
Basil Financial Group Chicago IL 03/2011 05/2023
Previous Registrations
  • 2011-04-29 → 2023-08-17
    Basil Financial Group
    Chicago, IL
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

JASON JEFFREY WERNER
JENNIFER ELISE LEWIS
ZORANA OKILJ

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL

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