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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-09-25 |
Branch Locations
8401 Greenway Boulevard Suite 212, Middleton, WI 53562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savant Wealth Management | Middleton | WI | 03/2025 | Present |
| Epic Systems | Verona | WI | 06/2023 | 02/2025 |
| Unemployed | Madison | WI | 02/2025 | 03/2025 |
| University Of Wisconsin-Madison | Madison | WI | 08/2019 | 06/2023 |
| Unemployed | Oak Creek | WI | 06/2019 | 08/2019 |
| St. Thomas More High School | Milwaukee | WI | 08/2015 | 06/2019 |
Crunch Fitness (7401 Mineral Point Rd., Madison, WI 53717) The firm is not investment-related I work as an employee at the firm Started working in March 2025 I am a Member Services Representative with the firm I devote less than 8 hours a week to the firm I spend 0 hours doing securities trading or investment-related services I sell memberships to folks who are looking to explore the gym and answer inquiries related to gym experience. Handle front-desk duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-25 |
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