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Amanda Lynne Parsons

Savant Wealth Management

St Paul, MN

Rockford, IL

CRD 7294346

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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:

Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-09-03
  • MN RA
    APPROVED
    Since 2025-09-03

Branch Locations

2250 Town Square Tower 445 Minnesota St, St Paul, MN 55101 • 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
Md Financial / Vestment Financial Chanhassen MN 06/2020 06/2021
Altec Duluth MN 05/2018 06/2020
Northern Wholesale Lino Lakes MN 05/2017 08/2017
Prairieview Partners St Paul MN 01/2022 08/2025
Christianson Pllp Willmar MN 06/2021 12/2021
N/A Duluth MN 08/2016 06/2020
Savant Wealth Management Rockford IL 09/2025 05/2026
Savant Wealth Management Rockford IL 05/2026 Present
  • 06/2020 → 06/2021
    Md Financial / Vestment Financial
    Chanhassen, MN
  • 05/2018 → 06/2020
    Altec
    Duluth, MN
  • 05/2017 → 08/2017
    Northern Wholesale
    Lino Lakes, MN
  • 01/2022 → 08/2025
    Prairieview Partners
    St Paul, MN
  • 06/2021 → 12/2021
    Christianson Pllp
    Willmar, MN
  • 08/2016 → 06/2020
    N/A
    Duluth, MN
  • 09/2025 → 05/2026
    Rockford, IL
  • 05/2026 → Present
    Rockford, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-31
  • S65 Uniform Investment Adviser Law Examination
    2020-10-31
Designations
  • Certified Financial Planner
Other Names
  • Amanda Parsons

View on SEC IAPD

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