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Carrie Larson Teardo

Savant Wealth Management

Birmingham, AL

Rockford, IL

CRD 7658265

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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
AL RA APPROVED 2025-06-05
  • AL RA
    APPROVED
    Since 2025-06-05

Branch Locations

101 25Th Street North #100, Birmingham, AL 35203 • 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 11/2023 Present
Ministry Brands - High Ground Solutions Birmingham AL 03/2016 10/2022
Cathedral Church Of The Advent Birmingham AL 08/2011 Present
Bridgeworth, Llc Birmingham AL 11/2022 11/2023
  • 11/2023 → Present
    Rockford, IL
  • 03/2016 → 10/2022
    Ministry Brands - High Ground Solutions
    Birmingham, AL
  • 08/2011 → Present
    Cathedral Church Of The Advent
    Birmingham, AL
  • 11/2022 → 11/2023
    Bridgeworth, Llc
    Birmingham, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-05
  • S65 Uniform Investment Adviser Law Examination
    2025-06-05
Other Names
  • Carrie Elizabeth Larson
  • Carrie Elizabeth Black

View on SEC IAPD

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