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Kimberly Richey

Savant Wealth Management

Chicago, IL

Rockford, IL

CRD 7000919

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Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-08-24
  • IL RA
    APPROVED
    Since 2023-08-24

Branch Locations

200 W. Madison St. Suite 2601, Chicago, IL 60606 • 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
Goldman Sachs & Co. Llc Chicago IL 08/2018 03/2023
Ycharts Chicago IL 12/2017 07/2018
Extended Travel Chicago IL 08/2017 11/2017
Dimensional Fund Advisors Austin TX 06/2016 09/2016
University Of Chicago Booth Sc Chicago IL 09/2015 06/2017
Savant Wealth Management Chicago IL 06/2023 Present
  • 08/2018 → 03/2023
    Goldman Sachs & Co. Llc
    Chicago, IL
  • 12/2017 → 07/2018
    Ycharts
    Chicago, IL
  • 08/2017 → 11/2017
    Extended Travel
    Chicago, IL
  • 06/2016 → 09/2016
    Dimensional Fund Advisors
    Austin, TX
  • 09/2015 → 06/2017
    University Of Chicago Booth Sc
    Chicago, IL
  • 06/2023 → Present
    Savant Wealth Management
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-24
S63 Uniform Securities Agent State Law Examination 2018-09-17
  • S65 Uniform Investment Adviser Law Examination
    2023-08-24
  • S63 Uniform Securities Agent State Law Examination
    2018-09-17
Other Names
  • Kimberly Mcmenamy

View on SEC IAPD

Nearby Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

More in Chicago, IL

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