Edward K Mcdougal

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

• 08/2015 → 05/2019
  Student
  Wheaton, IL
• 08/2019 → 08/2023
  Baird
  495 Chestnut Street, IL
• 09/2023 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2020-08-25 → 2023-09-14
  Robert W. Baird & Co. Incorporated
  Winnetka, IL

Other Businesses

Name and Address: Trevian Soccer Club 3090 N Lake Terrace Glenview IL 60026 Start Date: 9/12/20 Hours Spent: 0-4 hours/week Hours Spent during trading hours: Zero Role/Responsibility: Soccer Coach Non Investment Related Name/Address: Tutor / 341 Linder Ave, Northfield, IL 60093 Start Date: 7/15/23 Hours Spent: 0-3 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Tutor students Non investment related

Exams

• S66 Uniform Combined State Law Examination
  2020-08-18

Designations

• Certified Financial Planner

Other Names

• Eddie K Mcdougal