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Inactive

Milo Boyd Olson

Savant Wealth Management

Rockford, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2023-01-10
IL RA APPROVED 2023-01-09
  • VT RA
    APPROVED
    Since 2023-01-10
  • IL RA
    APPROVED
    Since 2023-01-09

Branch Locations

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
Cuso Financial Services, Lp San Diego CA 06/2021 10/2022
Nefcu Williston VT 05/2019 05/2021
L.L.BEan Burlington VT 11/2018 05/2019
Ymca Burlington VT 02/2017 11/2018
Suburban Sports Berlin CT 03/2016 08/2017
Student Burlington VT 09/2017 06/2021
Student West Hartford CT 08/2012 09/2017
Savant Wealth Management Rockford IL 10/2022 06/2024
Savant Wealth Management Rockford IL 07/2024 06/2025
Savant Wealth Management Rockford IL 06/2025 Present
  • 06/2021 → 10/2022
    Cuso Financial Services, Lp
    San Diego, CA
  • 05/2019 → 05/2021
    Nefcu
    Williston, VT
  • 11/2018 → 05/2019
    L.L.BEan
    Burlington, VT
  • 02/2017 → 11/2018
    Ymca
    Burlington, VT
  • 03/2016 → 08/2017
    Suburban Sports
    Berlin, CT
  • 09/2017 → 06/2021
    Student
    Burlington, VT
  • 08/2012 → 09/2017
    Student
    West Hartford, CT
  • 10/2022 → 06/2024
    Savant Wealth Management
    Rockford, IL
  • 07/2024 → 06/2025
    Savant Wealth Management
    Rockford, IL
  • 06/2025 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2022-04-27 → 2022-10-13
    Cuso Financial Services, L.P.
    Williston, VT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-25
  • S66 Uniform Combined State Law Examination
    2022-04-25
Other Names
  • Milo Olson

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STACKSTONE WEALTH, LLC
EDWARD JONES
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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