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Bradley Owen Haverback

Savant Wealth Management

Rockford, IL

Cedar Rapids, IA

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2022-10-04
  • IA RA
    APPROVED
    Since 2022-10-04

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

221 3Rd Ave Se Suite 215, Cedar Rapids, IA 52401 • 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
World Trend Financial Planning Services Ltd. Cedar Rapids IA 03/2011 09/2022
Ausdal Financial Partners, Inc Davenport IA 09/2018 09/2022
Savant Wealth Management Rockford IL 10/2022 Present
  • 03/2011 → 09/2022
    World Trend Financial Planning Services Ltd.
    Cedar Rapids, IA
  • 09/2018 → 09/2022
    Ausdal Financial Partners, Inc
    Davenport, IA
  • 10/2022 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2011-04-12 → 2022-12-31
    World Trend Financial Planning Services, Ltd.
    Cedar Rapids, IA
    Cedar Rapids, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-04-11
S63 Uniform Securities Agent State Law Examination 2010-08-17
  • S65 Uniform Investment Adviser Law Examination
    2011-04-11
  • S63 Uniform Securities Agent State Law Examination
    2010-08-17
Designations
Other Names
  • Brad Haverback

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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