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Inactive

Kevin Jeffrey Phillips

Savant Wealth Management

Naperville, 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 2015-01-05
  • IL RA
    APPROVED
    Since 2015-01-05

Branch Locations

1730 Park St #100, Naperville, IL 60563 • 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
Savant Capital Management Rockford IL 12/2014 07/2020
Savant Wealth Management Rockford IL 07/2020 Present
Previous Registrations
  • 2011-10-06 → 2014-12-22
    Securian Financial Services, Inc.
    Downers Grove, IL
    Deerfield, IL
    Deerfield, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-09-30
  • S66 Uniform Combined State Law Examination
    2011-09-30
Designations

View on SEC IAPD

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