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Inactive

Charles Swan Bean

Savant Wealth Management

Rockford, IL

Westwood, MA

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-03-16
  • MA RA
    APPROVED
    Since 2026-03-16

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

100 Lowder Brook Drive Suite 1000, Westwood, MA 02090 • 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
Heritage Financial Services Westwood MA 01/1996 02/2026
Savant Wealth Management Rockford IL 02/2026 Present
  • 01/1996 → 02/2026
    Heritage Financial Services
    Westwood, MA
  • 02/2026 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2000-09-09 → 2026-03-19
    Heritage Financial Services
    Norwood, MA
    Westwood, MA
  • 2001-10-04 → 2009-07-02
    Commonwealth Financial Network
    Northborough, MA
    Norwood, MA
    Sturbridge, MA
    Norwood, MA
    Newton, MA
    Norwood, MA
    Norwood, MA
    Stoneham, MA
Other Businesses

1. TRUSTEE FOR FAMILY TRUST, NON-INVESTMENT RELATED.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-28
S63 Uniform Securities Agent State Law Examination 1991-08-01
  • S65 Uniform Investment Adviser Law Examination
    1999-12-28
  • S63 Uniform Securities Agent State Law Examination
    1991-08-01
Designations
Other Names
  • Chuck Bean
  • Charles S Bean

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STACKSTONE WEALTH, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC

Other Investors

JASON JEFFREY WERNER
JENNIFER ELISE LEWIS
ZORANA OKILJ
DAVID RAY FEHRLE
JACK E WHEELER
THOMAS MARTIN WEIGHTMAN
EMILY MANEY VANHILLE
ERICH LEE VARGAZ

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL
STACKSTONE WEALTH, LLC · ROCKFORD, IL
EDWARD JONES · ROCKFORD, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Rockford, IL
FIFTH THIRD SECURITIES, INC. · ROCKFORD, IL
LPL FINANCIAL LLC · ROCKFORD, IL

More in Rockford, IL

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