Scott V Williams

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 08/2018
  Bmo Harris Bank
  Broadview, IL
• 08/2018 → 10/2021
  Bmo Harris Bank
  Woodstock, IL
• 03/2021 → 10/2021
  Lpl Financial Llc
  Woodstock, IL
• 10/2021 → Present
  Savant Wealth Management
  Rockford, IL

Other Businesses

1) 01/01/2016 - Real Estate Rental - Scott Williams - 1) owner 2) 2158 N Natchez Ave 3N Chicago, IL 60707, 811 Chapin St Beloit, WI 53511 - Not Investment Related -

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-24
• S63 Uniform Securities Agent State Law Examination
  2018-10-31

Designations

• Certified Financial Planner