Best Investors
Account
Sign in
190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-12-03 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
8401 Greenway Blvd #212, Middleton, WI 53562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Filbrandt Investment Advisers Inc | Middleson | WI | 05/2012 | 01/2018 |
| Filbrandt Wealth Management, Llc | Middleton | WI | 01/2018 | 12/2021 |
| Savant Wealth Management | Rockford | IL | 12/2021 | Present |
Board Member to the Friends of Waisman Center, Madison, WI, since 8/2016. Not investment related, spends 5 hours/mo and none during trading hours. Conducts fund raising and attends Board meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-02 |
Reach out to this advisor