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Inactive

Kimberly Richey

Savant Wealth Management

Chicago, IL

Rockford, IL

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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

Other Firms

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PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC
GUGGENHEIM INVESTMENTS
PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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