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Laura Kitchens Rhoades

Savant Wealth Management

Birmingham, AL

Rockford, IL

CRD 5103532

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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
AL RA APPROVED 2023-12-13
  • AL RA
    APPROVED
    Since 2023-12-13

Branch Locations

101 25Th Street North Suite 100, Birmingham, AL 35203 • United States

190 Buckley Drive, Rockford, IL 61107 • 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
Bridgeworth, Llc Dba Bridgeworth Wealth Management Birmingham AL 10/2008 11/2023
Lpl Financial, Llc Birmingham AL 08/2012 09/2018
Savant Wealth Management Rockford IL 12/2023 Present
Previous Registrations
  • 2017-01-14 → 2024-03-19
    Bridgeworth Wealth Management
    Birmingham, AL
    Birmingham, AL
  • 2015-11-09 → 2016-03-04
    Birmingham, AL
  • 2006-09-18 → 2012-08-17
    Osaic Fa, Inc.
    Birmingham, AL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-09-14
  • S66 Uniform Combined State Law Examination
    2006-09-14
Designations
  • Certified Financial Planner
Other Names
  • Laura Jeanette Kitchens
  • Laura Jeanette Kitchens Rhoades

View on SEC IAPD

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