Kevin Thomas Mcfadden

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

• 09/2015 → 02/2017
  Savant Capital Management
  Rockford, IL
• 03/2017 → 01/2018
  Savant Capital Management
  Rockford, IL
• 02/2018 → 12/2018
  Savant Capital Management
  Rockford, IL
• 01/2019 → 07/2020
  Savant Capital Management
  Rockford, IL
• 07/2020 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2015-05-19 → 2015-09-14
  Pnc Wealth Management Llc
  Elgin, IL
• 2014-05-06 → 2015-05-01
  Raymond James Financial Services Advisors, Inc
  Dekalb, IL

Exams

• S66 Uniform Combined State Law Examination
  2013-06-03

Designations

• Certified Financial Planner