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Cambria Monet Monson

Savant Wealth Management

St. Paul, MN

Rockford, IL

CRD 7977825

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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:

Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-05-08
  • MN RA
    APPROVED
    Since 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

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 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
  • 02/2026 → Present
    St. Paul, MN
  • 06/2025 → 02/2026
    Beacon Pointe Advisors
    Lake Elmo, MN
  • 08/2024 → 02/2025
    Northwestern Mutual
    Mendota Heights, MN
  • 05/2024 → 09/2024
    Home Depot
    Denver, CO
  • 06/2024 → 08/2024
    Ips Strategic Capital
    Denver, CO
  • 06/2022 → 01/2024
    Keith Pumper Plumbing And Heating
    Dundas, MN
  • 06/2018 → 01/2024
    Northfield Golf Course
    Northfield, MN
  • 09/2024 → 04/2025
    University Of Denver
    Denver, CO
  • 06/2015 → 06/2024
    Na
    Northfield, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-08
  • S65 Uniform Investment Adviser Law Examination
    2026-05-08
Other Names
  • Cambria Monique Bunch

View on SEC IAPD

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