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Kelli Marie Peterson

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 2018-01-16
  • IL RA
    APPROVED
    Since 2018-01-16

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 Capital Management Rockford IL 09/2015 11/2017
Savant Capital Management Rockford IL 11/2017 02/2020
Savant Capital Management Rockford IL 02/2020 07/2020
Savant Wealth Management Rockford IL 07/2020 12/2021
Savant Wealth Management Rockford IL 12/2021 08/2022
Savant Wealth Management Rockford IL 08/2022 12/2024
Savant Wealth Management Rockford IL 01/2025 Present
Other Businesses

Partner in a Real Estate-rental partnership. Peterson & Affiliates, LLC. My husband, his parents, and I invest in real estate together- since February 2015. I devote about 8 hours/month (2 hours during trading hours) to this business. My duties are limited- my husband takes care of most of the daily operations.

Designations
Other Names
  • Kelli Marie Schleis

View on SEC IAPD

Other Firms

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Other Offices

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