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Inactive

Christine Elizabeth Blumenthal

Savant Wealth Management

Rockford, IL

Guilford, CT

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-04-17
  • CT RA
    APPROVED
    Since 2026-04-17

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

246 Goose Lane Suite 201, Guilford, CT 06437 • 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
Shoreline Financial Advisors, Llc Guilford CT 06/2019 02/2023
Team Demas Orthodontics Southington CT 01/2014 06/2019
Exencial Wealth Advisors, Llc Oklahoma City OK 02/2023 03/2026
Savant Wealth Management Rockford IL 04/2026 Present
  • 06/2019 → 02/2023
    Shoreline Financial Advisors, Llc
    Guilford, CT
  • 01/2014 → 06/2019
    Team Demas Orthodontics
    Southington, CT
  • 02/2023 → 03/2026
    Exencial Wealth Advisors, Llc
    Oklahoma City, OK
  • 04/2026 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-09
  • S65 Uniform Investment Adviser Law Examination
    2026-03-09
Other Names
  • Christine E Lunde
  • Christine Elizabeth Blumenthal
  • Christine E Blumenthal

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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