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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2023-12-04
  • AL RA
    APPROVED
    Since 2023-12-04

Branch Locations

101 25Th St. 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
Securian Financial Services Inc St Paul MN 05/2014 05/2017
Minnesota Life Insurance Co St Paul MN 05/2014 05/2017
Shoemaker Financial Brentwood TN 05/2014 05/2017
Lpl Financial, Llc Birmingham AL 06/2017 09/2018
Bridgeworth, Llc Dba Bridgeworth Wealth Management Birmingham AL 09/2019 01/2022
Bridgeworth, Llc Birmingham AL 06/2017 09/2019
Savant Wealth Management Rockford IL 12/2023 Present
Bridgeworth, Llc Dba Bridgeworth Wealth Management Birmingham AL 01/2022 11/2023
  • 05/2014 → 05/2017
    Securian Financial Services Inc
    St Paul, MN
  • 05/2014 → 05/2017
    Minnesota Life Insurance Co
    St Paul, MN
  • 05/2014 → 05/2017
    Shoemaker Financial
    Brentwood, TN
  • 06/2017 → 09/2018
    Lpl Financial, Llc
    Birmingham, AL
  • 09/2019 → 01/2022
    Bridgeworth, Llc Dba Bridgeworth Wealth Management
    Birmingham, AL
  • 06/2017 → 09/2019
    Bridgeworth, Llc
    Birmingham, AL
  • 12/2023 → Present
    Rockford, IL
  • 01/2022 → 11/2023
    Bridgeworth, Llc Dba Bridgeworth Wealth Management
    Birmingham, AL
Previous Registrations
  • 2019-10-10 → 2024-03-19
    Bridgeworth Wealth Management
    Birmingham, AL
    Birmingham, AL
    Birmingham, AL
  • 2014-11-04 → 2017-05-11
    Securian Financial Services, Inc.
    Germantown, TN
    Brentwood, TN
    Germantown, TN
    Pulaski, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-28
  • S66 Uniform Combined State Law Examination
    2014-10-28
Designations

View on SEC IAPD

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