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Inactive

Paulina M Ksiazek

Savant Wealth Management

Rockford, IL

Lincolnshire, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2020-10-23
  • IL RA
    APPROVED
    Since 2020-10-23

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

475 Half Day Rd Suite 210, Lincolnshire, IL 60069 • 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
Savant Wealth Management Lincolnshire IL 02/2020 08/2021
Huber Financial Advisors Lincolnshire IL 06/2015 01/2020
Savant Wealth Management Lincolnshire IL 08/2021 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-16
  • S65 Uniform Investment Adviser Law Examination
    2020-10-16
Designations
Other Names
  • Paulina M Iantchev
  • Paulina M Iantcheva

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STACKSTONE WEALTH, LLC
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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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