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Adam Jeffrey Glassberg

Savant Wealth Management

Downers Grove, IL

Rockford, IL

CRD 5938760

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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 2018-10-01
  • IL RA
    APPROVED
    Since 2018-10-01

Branch Locations

5151 Mochel Drive Suite 301, Downers Grove, IL 60515 • 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
D3 Financial Counselors Downers Grove IL 01/2015 12/2018
Savant Capital Management Rockford IL 10/2018 07/2020
Savant Wealth Management Rockford IL 07/2020 Present
  • 01/2015 → 12/2018
    D3 Financial Counselors
    Downers Grove, IL
  • 10/2018 → 07/2020
    Savant Capital Management
    Rockford, IL
  • 07/2020 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2011-06-14 → 2018-12-20
    D3 Financial Counselors Llc
    Downers Grove, IL
Designations
  • Certified Financial Planner

View on SEC IAPD

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