Timothy Michael Sokoloski

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2011 → 05/2023
  Domani Wealth
  Lancaster, PA
• 12/2018 → 04/2021
  Fulton Financial
  Lancaster, PA
• 08/2012 → 12/2018
  Green's Family Restaurant
  Lavelle, PA
• 05/2023 → 11/2023
  Savant Wealth Management
  Rockford, IL
• 08/2015 → 12/2016
  Penn State Schuylkill
  Schuylkill Haven, PA
• 11/2023 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2022-03-19 → 2023-08-04
  Domani Wealth, Llc
  Lancaster, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-19

Other Names

• Timothy M. Sokoloski