David Joseph Huber

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

Authority	Category	Status	Date
IL	RA	APPROVED	2020-03-16

IL RA
APPROVED

Since 2020-03-16

Branch Locations

475 Half Day Road, Suite 210, Lincolnshire, IL 60069 • United States

190 Buckley Drive, Rockford, IL 61107 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Huber Financial Advisors, Llc	Lincolnshire	IL	06/2013	04/2020
Savant Capital Management Inc.	Rockford	IL	02/2020	07/2020
Savant Wealth Management	Rockford	IL	07/2020	06/2023
Savant Wealth Management	Rockford	IL	07/2023	11/2024
Savant Wealth Management	Rockford	IL	11/2024	Present

06/2013 → 04/2020

Huber Financial Advisors, Llc

Lincolnshire, IL
02/2020 → 07/2020

Savant Capital Management Inc.

Rockford, IL
07/2020 → 06/2023

Savant Wealth Management

Rockford, IL
07/2023 → 11/2024

Savant Wealth Management

Rockford, IL
11/2024 → Present

Savant Wealth Management

Rockford, IL

Previous Registrations

2012-01-30 → 2020-08-02

Huber Financial

Lincolnshire, IL
1999-01-29 → 2013-09-04

Huber Financial Group, Ltd.

Lincolnshire, IL

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1991-12-30

S63 Uniform Securities Agent State Law Examination

1991-12-30

Designations

Certified Financial Planner

View on SEC IAPD