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Sarah Elizabeth Mcginniss

Savant Wealth Management

Middleton, WI

Rockford, IL

CRD 6478804

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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
WI RA APPROVED 2015-05-05
  • WI RA
    APPROVED
    Since 2015-05-05

Branch Locations

8401 Greenway Blvd #212, Middleton, WI 53562 • 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
Savant Capital Management Madison WI 04/2015 07/2020
Savant Wealth Management Rockford IL 07/2020 05/2024
Savant Wealth Management Rockford IL 05/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-05
  • S65 Uniform Investment Adviser Law Examination
    2015-05-05
Designations
  • Certified Financial Planner
Other Names
  • Sarah Elizabeth Mcginniss

View on SEC IAPD

Nearby Firms

STRATEGIC ADVISERS LLC
CANOPY WEALTH MANAGEMENT
MORGAN STANLEY

Nearby Investors

JOHN-THOMAS PETREE
BRIAN VETROVEC
JAMES P SOLBERG

Nearby Offices

STRATEGIC ADVISERS LLC · MIDDLETON, WI
CANOPY WEALTH MANAGEMENT · MIDDLETON, WI
MORGAN STANLEY · Middleton, WI

More in Middleton, WI

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