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Colin Thomas Malec

Savant Wealth Management

Rockford, IL

Lincolnshire, IL

CRD 8025464

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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
IL RA APPROVED 2025-01-13
  • IL RA
    APPROVED
    Since 2025-01-13

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

475 Half Day Road Suite 210, Lincolnshire, IL 60069 • 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 Rockford IL 06/2024 06/2026
Full Time Education Notre Dame IN 08/2023 06/2024
Savant Wealth Management Lincolnshire IL 06/2023 08/2023
Full Time Education Notre Dame IN 08/2020 06/2023
Full Time Education Glen Ellyn IL 01/2015 08/2020
Savant Wealth Management Rockford IL 06/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-24
  • S65 Uniform Investment Adviser Law Examination
    2024-10-24

View on SEC IAPD

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