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Stewart Elliott Erickson

Savant Wealth Management

Rockford, IL

Westlake Village, CA

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-18
  • CA RA
    APPROVED
    Since 2026-06-18

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

100 N. Westlake Boulevard, Westlake Village, CA 91362 • 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 04/2026 Present
Exencial Wealth Advisors Westlake Village CA 11/2023 04/2026
Solar Energy Partners Ventura CA 04/2022 11/2023
The Agricultural Gas Company Ventura CA 01/2005 04/2022
  • 04/2026 → Present
    Rockford, IL
  • 11/2023 → 04/2026
    Exencial Wealth Advisors
    Westlake Village, CA
  • 04/2022 → 11/2023
    Solar Energy Partners
    Ventura, CA
  • 01/2005 → 04/2022
    The Agricultural Gas Company
    Ventura, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-17
  • S65 Uniform Investment Adviser Law Examination
    2026-06-17
Other Names
  • Stewart Elliot Erickson

View on SEC IAPD

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