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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-09-03 |
Branch Locations
2250 Town Square Tower 445 Minnesota St, St Paul, MN 55101 • United States
190 Buckley Drive, Rockford, IL 61107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prairieview Partners | St Paul | MN | 01/2024 | 08/2025 |
| Vanguard | Scottsdale | AZ | 05/2023 | 08/2023 |
| Edward Jones | Pewaukee | WI | 12/2022 | 02/2023 |
| Steve Brown Apartments | Madison | WI | 11/2020 | 03/2024 |
| Home Depot | Waukesha | WI | 01/2018 | 01/2022 |
| Cashwise | West Fargo | ND | 01/2016 | 12/2017 |
| West Fargo Parks District | West Fargo | ND | 01/2016 | 01/2018 |
| Pewaukee High School | Pewaukee | WI | 01/2018 | 05/2020 |
| Sheyenne High School | West Fargo | ND | 06/2015 | 12/2017 |
| Savant Wealth Management | Rockford | IL | 09/2025 | 04/2026 |
| Savant Wealth Management | Rockford | IL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-26 |
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