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Robin E Jackson Miller

Savant Wealth Management

Iowa City, IA

Rockford, IL

CRD 7651406

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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 2022-10-31
  • IA RA
    APPROVED
    Since 2022-10-31

Branch Locations

2225 Mormon Trek Boulevard, Iowa City, IA 52246 • 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
Savant Wealth Management Rockford IL 10/2022 12/2024
Terry Lockridge & Dunn Inc Cedar Rapids IA 07/2000 09/2022
Savant Wealth Management Rockford IL 12/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-29
  • S65 Uniform Investment Adviser Law Examination
    2022-10-29
Other Names
  • Robin E Jackson

View on SEC IAPD

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Nearby Investors

ANTHONY HEINZ LUNECKAS
Alexander Lee Zipse
RILEY ELIZABETH GARDAM LARSON

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Iowa City, IA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Iowa City, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Iowa City, IA

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