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Michael Robert Mcglashen

Savant Wealth Management

Rockford, IL

Westlake Village, CA

CRD 1325666

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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
CA RA APPROVED 2026-04-09
  • CA RA
    APPROVED
    Since 2026-04-09

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

100 N. Westlake Boulevard Suite 203, Westlake Village, CA 91362 • 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
Bucks County Financial Planning Group, Inc. Newtown PA 10/2009 11/2020
Exencial Wealth Advisors, Llc Oklahoma City OK 11/2020 03/2026
Savant Wealth Management Rockford IL 04/2026 Present
  • 10/2009 → 11/2020
    Bucks County Financial Planning Group, Inc.
    Newtown, PA
  • 11/2020 → 03/2026
    Exencial Wealth Advisors, Llc
    Oklahoma City, OK
  • 04/2026 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2020-11-24 → 2026-04-30
    Exencial Wealth Advisors
    Newtown, PA
    Oklahoma City, OK
    Westlake Village, CA
  • 2009-10-28 → 2021-02-03
    Bucks County Financial Planning Group, Inc.
    Newtown, PA
    Newtown, PA
    Westlake Village, CA
  • 2003-02-03 → 2009-11-30
    Capital Planning Advisory Group Inc
    Yardley, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-11-09
S63 Uniform Securities Agent State Law Examination 1985-01-22
  • S65 Uniform Investment Adviser Law Examination
    2001-11-09
  • S63 Uniform Securities Agent State Law Examination
    1985-01-22

View on SEC IAPD

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