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Inactive

Lillie F Perry

Savant Wealth Management

Rockford, IL

Middleton, WI

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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

190 Buckley Drive, Rockford, IL 61107 • United States

8401 Greenway Blvd #212, Middleton, WI 53562 • 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
Iowa State University Ames IA 08/2018 03/2020
Iowa State University Ames IA 08/2017 07/2018
Iowa State University Ames IA 08/2016 07/2020
Savant Wealth Management Rockford IL 12/2021 09/2022
Filbrandt Wealth Management Middleton WI 07/2020 12/2021
Savant Wealth Management Rockford IL 09/2022 Present
  • 08/2018 → 03/2020
    Iowa State University
    Ames, IA
  • 08/2017 → 07/2018
    Iowa State University
    Ames, IA
  • 08/2016 → 07/2020
    Iowa State University
    Ames, IA
  • 12/2021 → 09/2022
    Savant Wealth Management
    Rockford, IL
  • 07/2020 → 12/2021
    Filbrandt Wealth Management
    Middleton, WI
  • 09/2022 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2021-02-13 → 2021-12-09
    Filbrandt Wealth Management, Llc
    Middleton, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-13
  • S65 Uniform Investment Adviser Law Examination
    2021-02-13
Designations

View on SEC IAPD

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FIFTH THIRD SECURITIES, INC.
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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

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