Kelli Nicole Kowalchuk

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

• 03/2019 → 08/2019
  Cowabunga Bay
  Henderson, NV
• 01/2020 → 06/2021
  Petland
  Henderson, NV
• 06/2022 → 12/2022
  Animal Focus Vet
  Henderson, NV
• 07/2025 → 03/2026
  Exencial Wealth Advisors, Llc
  Oklahoma City, OK
• 04/2023 → Present
  Lululemon
  Oklahoma City, OK
• 03/2025 → 07/2025
  Progressive Insurance
  Oklahoma City, OK
• 12/2023 → 03/2025
  Lululemon
  Oklahoma City, OK
• 08/2020 → 05/2024
  University Of Nevada
  Las Vegas, NV
• 08/2016 → 05/2020
  Coronado High School
  Henderson, NV
• 04/2026 → Present
  Savant Wealth Management
  Rockford, IL

Other Businesses

Retail sales associate ("Educator") for lululemon, a non-investment related retail apparel company. Responsibilities include restocking merchandise, providing customer service, and completing sales transactions using a point-of-sale system. This is a secondary employer. Approximately 64 hours per month are devoted to this activity, with zero hours during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-28