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Savant Wealth Management CRD 107271
$55.6B regulatory AUM 170 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-05-08 |
Branch Locations
2250 Town Square Tower, 445 Minnesota St, St. Paul, MN 55101 • United States
190 Buckley Drive, Rockford, IL 61107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savant Wealth Management | St. Paul | MN | 02/2026 | Present |
| Beacon Pointe Advisors | Lake Elmo | MN | 06/2025 | 02/2026 |
| Northwestern Mutual | Mendota Heights | MN | 08/2024 | 02/2025 |
| Home Depot | Denver | CO | 05/2024 | 09/2024 |
| Ips Strategic Capital | Denver | CO | 06/2024 | 08/2024 |
| Keith Pumper Plumbing And Heating | Dundas | MN | 06/2022 | 01/2024 |
| Northfield Golf Course | Northfield | MN | 06/2018 | 01/2024 |
| University Of Denver | Denver | CO | 09/2024 | 04/2025 |
| Na | Northfield | MN | 06/2015 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-08 |
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