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Inactive

Michal Adam Zyla

Savant Wealth Management

Rockford, IL

Los Gatos, CA

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-01
NY RA APPROVED 2025-08-01
  • CA RA
    APPROVED
    Since 2025-08-01
  • NY RA
    APPROVED
    Since 2025-08-01

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

475 Alberto Way Suite 210, Los Gatos, CA 95032 • 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
Parkworth Wealth Management, Inc. San Jose CA 06/2018 08/2021
Kaiser Permanente Oakland CA 06/2017 08/2017
Columbia University New York NY 01/2016 05/2017
Columbia University New York NY 09/2017 05/2018
Parkworth Wealth Management, Inc. Los Gatos CA 08/2021 07/2025
Savant Wealth Management Rockford IL 08/2025 Present
  • 06/2018 → 08/2021
    Parkworth Wealth Management, Inc.
    San Jose, CA
  • 06/2017 → 08/2017
    Kaiser Permanente
    Oakland, CA
  • 01/2016 → 05/2017
    Columbia University
    New York, NY
  • 09/2017 → 05/2018
    Columbia University
    New York, NY
  • 08/2021 → 07/2025
    Parkworth Wealth Management, Inc.
    Los Gatos, CA
  • 08/2025 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2018-07-25 → 2025-09-05
    Parkworth Wealth Management, Inc.
    Los Gatos, CA
    San Jose, CA
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-07-25
  • S65 Uniform Investment Adviser Law Examination
    2018-07-25
Designations

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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