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Michelle Pham Tran

Savant Wealth Management

Rockford, IL

Beaverton, OR

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-06-09
  • OR RA
    APPROVED
    Since 2026-06-09

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

8285 Sw Nimbus Avenue #155, Beaverton, OR 97008 • 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
Oneriver Financial (Cleared Through Lpl) Portland OR 06/2016 07/2020
Principal Life Insurance Company Lake Oswego OR 01/2022 06/2022
Principal Securities Inc Lake Oswego OR 01/2022 06/2022
True North Retirement Advisors Portland OR 08/2020 11/2021
Securities America, Inc. Beaverton OR 07/2022 06/2024
Securities America Advisors Beaverton OR 07/2022 06/2024
Osaic Wealth, Inc. Beaverton OR 06/2024 03/2025
Osaic Wealth, Inc. Beaverton OR 06/2024 03/2025
North Ridge Wealth Advisors, Inc Beaverton OR 03/2025 04/2026
Savant Wealth Management Rockford IL 05/2026 Present
  • 06/2016 → 07/2020
    Oneriver Financial (Cleared Through Lpl)
    Portland, OR
  • 01/2022 → 06/2022
    Principal Life Insurance Company
    Lake Oswego, OR
  • 01/2022 → 06/2022
    Principal Securities Inc
    Lake Oswego, OR
  • 08/2020 → 11/2021
    True North Retirement Advisors
    Portland, OR
  • 07/2022 → 06/2024
    Securities America, Inc.
    Beaverton, OR
  • 07/2022 → 06/2024
    Securities America Advisors
    Beaverton, OR
  • 06/2024 → 03/2025
    Osaic Wealth, Inc.
    Beaverton, OR
  • 06/2024 → 03/2025
    Osaic Wealth, Inc.
    Beaverton, OR
  • 03/2025 → 04/2026
    North Ridge Wealth Advisors, Inc
    Beaverton, OR
  • 05/2026 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-25
  • S66 Uniform Combined State Law Examination
    2019-01-25
Designations
Other Names
  • Michelle Pham Tran
  • Michelle Tran

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STACKSTONE WEALTH, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC

Other Investors

JASON JEFFREY WERNER
JENNIFER ELISE LEWIS
ZORANA OKILJ
DAVID RAY FEHRLE
JACK E WHEELER
THOMAS MARTIN WEIGHTMAN
EMILY MANEY VANHILLE
ERICH LEE VARGAZ

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL
STACKSTONE WEALTH, LLC · ROCKFORD, IL
EDWARD JONES · ROCKFORD, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Rockford, IL
FIFTH THIRD SECURITIES, INC. · ROCKFORD, IL
LPL FINANCIAL LLC · ROCKFORD, IL

More in Rockford, IL

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