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Timothy Michael Courtney

Savant Wealth Management

Rockford, IL

Oklahoma City, OK

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2026-04-03
  • OK RA
    APPROVED
    Since 2026-04-03

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

9108 North Kelley Avenue, Oklahoma City, OK 73131 • 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
Exencial Wealth Advisors Oklahoma City OK 01/2009 03/2026
Savant Wealth Management Rockford IL 04/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-03-10
S63 Uniform Securities Agent State Law Examination 1996-01-26
  • S65 Uniform Investment Adviser Law Examination
    2008-03-10
  • S63 Uniform Securities Agent State Law Examination
    1996-01-26
Other Names
  • Tim Courtney

View on SEC IAPD

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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

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