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Inactive

Stephen Francis Fuller

Savant Wealth Management

Middleton, WI

Rockford, IL

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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

8401 Greenway Blvd #212, Middleton, WI 53562 • 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
Filbrandt Wealth Management Middleton WI 12/2020 12/2021
None Barneveld WI 09/2019 11/2020
U.S. Navy Norfolk VA 09/1992 08/2019
Savant Wealth Management Rockford IL 12/2021 09/2022
Savant Wealth Management Rockford IL 09/2022 09/2024
Savant Wealth Management Rockford IL 10/2024 Present
Previous Registrations
  • 2021-05-15 → 2021-12-09
    Filbrandt Wealth Management, Llc
    Middleton, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-15
  • S65 Uniform Investment Adviser Law Examination
    2021-05-15

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · MIDDLETON, WI
CANOPY WEALTH MANAGEMENT · MIDDLETON, WI
MORGAN STANLEY · Middleton, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Middleton, WI
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · MIDDLETON, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MIDDLETON, WI
JACOBSON & SCHMITT ADVISORS, LLC · MIDDLETON, WI
CHARLES SCHWAB & CO., INC. · Middleton, WI

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