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Inactive

Keith Gerald Lueck

Savant Wealth Management

Middleton, WI

Rockford, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2021-12-03
  • WI RA
    APPROVED
    Since 2021-12-03

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
Filbrandt Investment Advisers Madison WI 03/2014 01/2018
Filbrandt Wealth Management, Llc Middleton WI 01/2018 12/2021
Savant Wealth Management Rockford IL 12/2021 03/2024
Savant Wealth Management Rockford IL 04/2024 Present
  • 03/2014 → 01/2018
    Filbrandt Investment Advisers
    Madison, WI
  • 01/2018 → 12/2021
    Filbrandt Wealth Management, Llc
    Middleton, WI
  • 12/2021 → 03/2024
    Savant Wealth Management
    Rockford, IL
  • 04/2024 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2018-02-01 → 2021-12-09
    Filbrandt Wealth Management, Llc
    Middleton, WI
  • 2016-01-14 → 2018-02-21
    Filbrandt Investment Advisers Incorporated
    Middleton, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-14
  • S65 Uniform Investment Adviser Law Examination
    2016-01-14

View on SEC IAPD

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NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
JACOBSON & SCHMITT ADVISORS, LLC
CHARLES SCHWAB & CO., INC.

Other Investors

JOHN-THOMAS PETREE
BRIAN VETROVEC
JAMES P SOLBERG
JACK DRANEY
BRANDON JOHN GASSER
ALEX DAVID BROST
MICHELLE ROSALYN TODD
ALINA M. ANDRECAN

Other Offices

STRATEGIC ADVISERS LLC · MIDDLETON, WI
CANOPY WEALTH MANAGEMENT · MIDDLETON, WI
MORGAN STANLEY · Middleton, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Middleton, WI
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · MIDDLETON, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MIDDLETON, WI
JACOBSON & SCHMITT ADVISORS, LLC · MIDDLETON, WI
CHARLES SCHWAB & CO., INC. · Middleton, WI

More in Middleton, WI

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