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Timothy Michael Courtney

Savant Wealth Management

Rockford, IL

Oklahoma City, OK

CRD 2700992

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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
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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