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Christopher M Carlson

Savant Wealth Management

Plymouth, MI

Rockford, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-07-21
  • MI RA
    APPROVED
    Since 2021-07-21

Branch Locations

4110 Plymouth Road Suite B1-210, Plymouth, MI 48170 • 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
White Agency Fremont MI 03/2014 09/2016
Amdg Financial Plymouth MI 10/2016 06/2021
Savant Wealth Management Rockford IL 07/2021 09/2024
Savant Wealth Management Rockford IL 10/2024 Present
Previous Registrations
  • 2016-10-03 → 2021-10-07
    Amdg Financial
    Plymouth, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-29
  • S65 Uniform Investment Adviser Law Examination
    2016-09-29
Designations

View on SEC IAPD

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LAURA MICHELLE TREANOR
ANTHONY CHARLES RUDA
Kellan Jackson Landefeld
JAMES D POTTER
JASON Andrew NEWEL

Other Offices

OPPENHEIMER & CO. INC. · PLYMOUTH, MI
FOGUTH WEALTH MANAGEMENT, LLC. · Plymouth, MI
LPL FINANCIAL LLC · PLYMOUTH, MI
SCHWARTZ INVESTMENT COUNSEL INC · PLYMOUTH, MI
EDWARD JONES · PLYMOUTH, MI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PLYMOUTH, MI
PINNACLE WEALTH MANAGEMENT GROUP, INC. · PLYMOUTH, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · PLYMOUTH, MI

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