Zachary Tyler Lauzon

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

• 09/2012 → 06/2026
  Richard Brothers Financial Advisors
  South Portland, ME
• 09/2012 → 06/2026
  Richard Brothers Securities
  South Portland, ME
• 07/2026 → Present
  Savant Wealth Management
  Rockford, IL

Other Businesses

Savant Wealth Management acquired the assets of Richard Brothers Financial Advisors, an SEC-registered investment adviser, effective 06/30/2026. Richard Brothers Financial Advisors will continue to operate during a transition period, during which Mr. Lauzon will serve as the Director of Client Relations. Following the transition, the investment adviser registration of Richard Brothers Financial Advisors will be withdrawn.

Exams

• S66 Uniform Combined State Law Examination
  2014-12-15

Designations

• Certified Financial Planner