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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
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2014 11/2016
Northwestern Mutual Investment Services Llc Hiawatha IA 07/2014 11/2016
Northwestern Mutual Wealth Management Company Milwaukee WI 03/2016 11/2016
World Trend Financial Cedar Rapids IA 11/2016 09/2022
Ausdal Financial Partners, Inc Davenport IA 09/2018 09/2022
Savant Wealth Management Rockford IL 10/2022 Present
  • 06/2014 → 11/2016
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 07/2014 → 11/2016
    Northwestern Mutual Investment Services Llc
    Hiawatha, IA
  • 03/2016 → 11/2016
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 11/2016 → 09/2022
    World Trend Financial
    Cedar Rapids, IA
  • 09/2018 → 09/2022
    Ausdal Financial Partners, Inc
    Davenport, IA
  • 10/2022 → Present
    Rockford, IL
Previous Registrations
  • 2017-06-20 → 2022-12-31
    World Trend Financial Planning Services, Ltd.
    Cedar Rapids, IA
    Cedar Rapids, IA
Other Businesses

MODERE; BEAUTY PRODUCTS; DISTRIBUTOR; ACTIVITY BEGAN 05/2020; I DEVOTE LESS THAN 30 MINUTES PER MONTH TO THIS ACTIVITY AND NONE OF THOSE HOURS DURING TRADING HOURS; POST ON SOCIAL MEDIA ABOUT COMPANIES PRODUCTS AND ANSWER QUESTIONS RELATING TO THOSE PRODUCTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-20
S63 Uniform Securities Agent State Law Examination 2015-07-01
  • S65 Uniform Investment Adviser Law Examination
    2017-06-20
  • S63 Uniform Securities Agent State Law Examination
    2015-07-01
Designations
Other Names
  • Sarah Beth Corpstein
  • Sarah Beth Specht

View on SEC IAPD

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