Joel Thomas Sauer

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

• 10/2013 → 08/2019
  Thrivent Investment Management Inc
  Madison, WI
• 10/2013 → 08/2019
  Thrivent Financial For Lutherans
  Appleton, WI
• 08/2019 → 03/2024
  Milestone Investment Advisors, Llc
  Middleton, WI
• 04/2024 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2019-08-14 → 2024-04-02
  Milestone Investment Advisors, Llc
  Middleton, WI
• 2013-10-10 → 2019-08-15
  Thrivent Investment Management Inc.
  Madison, WI
• 2011-11-21 → 2012-01-13
  Thrivent Investment Management Inc.
  Madison, WI

Exams

• S66 Uniform Combined State Law Examination
  2011-11-19

Designations

• Certified Financial Planner
• Chartered Financial Consultant