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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-07-06
  • IL RA
    APPROVED
    Since 2023-07-06

Branch Locations

1011 W Loras Drive Suite B, Freeport, IL 61032 • 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
University Of Dubuque Dubuque IA 01/2015 01/2019
Hillcrest Family Services Dubuque IA 09/2018 05/2019
Metlife Insurance Freeport IL 07/2019 11/2020
Country Capital Management Company Morrison IL 02/2021 05/2023
Country Trust Bank Morrison IL 02/2021 12/2022
Country Insurance Affiliates Morrison IL 12/2020 05/2023
Country Trust Bank Morrison IL 01/2023 05/2023
Savant Wealth Management Freeport IL 05/2023 Present
  • 01/2015 → 01/2019
    University Of Dubuque
    Dubuque, IA
  • 09/2018 → 05/2019
    Hillcrest Family Services
    Dubuque, IA
  • 07/2019 → 11/2020
    Metlife Insurance
    Freeport, IL
  • 02/2021 → 05/2023
    Country Capital Management Company
    Morrison, IL
  • 02/2021 → 12/2022
    Country Trust Bank
    Morrison, IL
  • 12/2020 → 05/2023
    Country Insurance Affiliates
    Morrison, IL
  • 01/2023 → 05/2023
    Country Trust Bank
    Morrison, IL
  • 05/2023 → Present
    Freeport, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-06
S63 Uniform Securities Agent State Law Examination 2021-08-22
  • S65 Uniform Investment Adviser Law Examination
    2023-07-06
  • S63 Uniform Securities Agent State Law Examination
    2021-08-22
Designations

View on SEC IAPD

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