Inactive

Michael Robert Waldron

Savant Wealth Management

CRD 6344039

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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

Authority	Category	Status	Date
MA	RA	APPROVED	2026-03-16

MA RA
APPROVED

Since 2026-03-16

Branch Locations

100 Lowder Brook Drive Suite 1000, Westwood, MA 02090 • 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

Organization	City	State	From	To
Heritage Financial Services	Westwood	MA	05/2014	02/2026
Savant Wealth Management	Rockford	IL	02/2026	Present

05/2014 → 02/2026

Heritage Financial Services

Westwood, MA
02/2026 → Present

Savant Wealth Management

Rockford, IL

Previous Registrations

2014-10-20 → 2026-03-19

Heritage Financial Services

Westwood, MA

Designations

Certified Financial Planner
Chartered Financial Analyst

Other Names

Michael R Waldron

View on SEC IAPD

Nearby Firms

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Nearby Investors

William Thornley

VINCENT DOUGLAS BEAUDOIN

PENELOPE STEPHANIE TZOUGROS

Nearby Offices

WEALTHY CHOICES (R) · WESTWOOD, MA

LPL FINANCIAL LLC · WESTWOOD, MA

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