Angela Michelle Stephenson

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

• 01/2015 → 09/2017
  Pbwm Holdings
  Lancaster, PA
• 09/2017 → 05/2023
  Domani Wealth, Llc (Formerly Pbwm Holdings)
  Lancaster, PA
• 05/2023 → 11/2024
  Savant Wealth Management
  Rockford, IL
• 11/2024 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2015-02-19 → 2023-08-04
  Domani Wealth, Llc
  Lancaster, PA
  Lancaster, PA
• 2010-03-02 → 2015-02-23
  Parentebeard Wealth Management Llc
  Lancaster, PA
  York, PA
• 2002-11-04 → 2010-03-02
  Bmc Financial Advisors
  Lancaster, PA
• 2002-09-17 → 2002-09-17
  Bmc Financial Advisors
  Lancaster, PA

Exams

• S66 Uniform Combined State Law Examination
  1999-03-19

Designations

• Certified Financial Planner

Other Names

• Angie Stephenson