Stephen Collin Lorence

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 → 11/2016
  United Capital
  Northbrook, IL
• 01/2017 → 07/2020
  Savant Capital, Llc
  Rockford, IL
• 07/2020 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2014-07-02 → 2016-11-21
  United Capital Financial Advisors
  Rockford, IL
  Northbrook, IL
  Irving, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-07-02

Designations

• Certified Financial Planner

Other Names

• Steve Collin Lorence