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Luke Judson Murray

Savant Wealth Management

St Paul, MN

Rockford, IL

CRD 6288143

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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
MN RA APPROVED 2025-09-04
  • MN RA
    APPROVED
    Since 2025-09-04

Branch Locations

2250 Town Square Tower 445 Minnesota St, St Paul, MN 55101 • 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
Fiduciary Counselling Inc. St. Paul MN 05/2000 01/2021
Prairieview Partners St Paul MN 01/2021 08/2025
Savant Wealth Management Rockford IL 09/2025 Present
Previous Registrations
  • 2021-02-12 → 2025-10-20
    Prairieview Partners, Llc
    St. Paul, MN
  • 2014-01-31 → 2021-08-17
    Fiduciary Counselling Inc
    St Paul, MN
Designations
  • Certified Financial Planner
Other Names
  • Luke J. Murray

View on SEC IAPD

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