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Collin Swantz

Savant Wealth Management

Cedar Rapids, IA

Rockford, IL

Iowa City, IA

CRD 7565814

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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

AuthorityCategoryStatusDate
IA RA APPROVED 2025-08-02
  • IA RA
    APPROVED
    Since 2025-08-02

Branch Locations

221 3Rd Avenue Se Suite 215, Cedar Rapids, IA 52401 • United States

190 Buckley Drive, Rockford, IL 61107 • United States

2225 Mormon Trek Boulevard Suite 200, Iowa City, IA 52246 • 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
Whitey's Bar And Grill Lisbon IA 12/2019 08/2021
Student Pella IA 08/2021 05/2022
Unemployed Mount Vernon IA 01/2015 12/2019
World Trend Financial Cedar Rapids IA 05/2022 08/2022
Student Pella IA 08/2022 01/2023
Pizza Ranch Pella IA 01/2023 04/2023
Savant Wealth Management Cedar Rapids IA 05/2023 08/2023
Student Pella IA 08/2023 12/2023
Elite Stone Fabrications Lisbon IA 12/2023 01/2024
Student Pella IA 01/2024 05/2024
Greatamerica Financial Services Cedar Rapids IA 05/2024 08/2024
Student Pella IA 08/2024 02/2025
Chick-Fil-A Pella IA 02/2025 04/2025
Savant Wealth Management Cedar Rapids IA 05/2025 Present
  • 12/2019 → 08/2021
    Whitey's Bar And Grill
    Lisbon, IA
  • 08/2021 → 05/2022
    Student
    Pella, IA
  • 01/2015 → 12/2019
    Unemployed
    Mount Vernon, IA
  • 05/2022 → 08/2022
    World Trend Financial
    Cedar Rapids, IA
  • 08/2022 → 01/2023
    Student
    Pella, IA
  • 01/2023 → 04/2023
    Pizza Ranch
    Pella, IA
  • 05/2023 → 08/2023
    Savant Wealth Management
    Cedar Rapids, IA
  • 08/2023 → 12/2023
    Student
    Pella, IA
  • 12/2023 → 01/2024
    Elite Stone Fabrications
    Lisbon, IA
  • 01/2024 → 05/2024
    Student
    Pella, IA
  • 05/2024 → 08/2024
    Greatamerica Financial Services
    Cedar Rapids, IA
  • 08/2024 → 02/2025
    Student
    Pella, IA
  • 02/2025 → 04/2025
    Chick-Fil-A
    Pella, IA
  • 05/2025 → Present
    Savant Wealth Management
    Cedar Rapids, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-01
  • S65 Uniform Investment Adviser Law Examination
    2025-08-01

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VALIC FINANCIAL ADVISORS, INC.

Nearby Investors

THOMAS THEO FOX
JEFFREY ALAN HILLEMAN
CORY ROBERT SCHIELTZ

Nearby Offices

OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · CEDAR RAPIDS, IA

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