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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-12-30
  • S63 Uniform Securities Agent State Law Examination
    1991-12-30
Designations

View on SEC IAPD

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