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Inactive

Dallas J Traser

Savant Wealth Management

Rockford, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-01-27
  • IL RA
    APPROVED
    Since 2023-01-27

Branch Locations

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 09/2022 06/2024
Collins Aerospace Rockford IL 05/2019 09/2022
Extended Travel Trang 09/2018 05/2019
Collins Aerospace Rockford IL 06/2016 09/2018
Savant Wealth Management Rockford IL 07/2024 Present
  • 09/2022 → 06/2024
    Savant Wealth Management
    Rockford, IL
  • 05/2019 → 09/2022
    Collins Aerospace
    Rockford, IL
  • 09/2018 → 05/2019
    Extended Travel
    Trang
  • 06/2016 → 09/2018
    Collins Aerospace
    Rockford, IL
  • 07/2024 → Present
    Savant Wealth Management
    Rockford, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-27
  • S65 Uniform Investment Adviser Law Examination
    2023-01-27
Designations

View on SEC IAPD

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JASON JEFFREY WERNER
JENNIFER ELISE LEWIS
ZORANA OKILJ
DAVID RAY FEHRLE
JACK E WHEELER
THOMAS MARTIN WEIGHTMAN
EMILY MANEY VANHILLE
ERICH LEE VARGAZ

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL
STACKSTONE WEALTH, LLC · ROCKFORD, IL
EDWARD JONES · ROCKFORD, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Rockford, IL
FIFTH THIRD SECURITIES, INC. · ROCKFORD, IL
LPL FINANCIAL LLC · ROCKFORD, IL

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