John Colburn Clarke

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

• 08/2015 → 10/2018
  Mfd Distributors
  Madison, WI
• 08/2015 → 10/2018
  Madison Investment Advisors
  Madison, WI
• 12/2021 → Present
  Savant Wealth Management
  Rockford, IL
• 10/2018 → 12/2021
  Filbrandt Wealth Management, Llc
  Middleton, WI

Previous Registrations

• 2018-10-15 → 2021-12-09
  Filbrandt Wealth Management, Llc
  Middleton, WI
• 2015-09-03 → 2018-10-05
  Madison Investment Advisors, Llc
  Madison, WI
• 2014-06-26 → 2015-08-07
  Heartland Advisors, Inc.
  Milwaukee, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-23
• S63 Uniform Securities Agent State Law Examination
  2009-09-17

Designations

• Certified Financial Planner