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Martin Joseph Armbruster

Savant Wealth Management

Greenwood, IN

Rockford, IL

CRD 1068568

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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
IN RA APPROVED 2021-09-16
  • IN RA
    APPROVED
    Since 2021-09-16

Branch Locations

609 Treybourne Drive Suite B, Greenwood, IN 46142 • United States

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
Treybourne Wealth Planners, Inc. Greenwood IN 02/1983 12/2021
Savant Wealth Management Rockford IL 09/2021 11/2024
Savant Wealth Management Rockford IL 11/2024 Present
Previous Registrations
  • 2000-05-01 → 2021-12-17
    Treybourne Wealth Planners
    Greenwood, IN
    Greenwood, IN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-02-02
  • S63 Uniform Securities Agent State Law Examination
    1983-02-02
Designations
  • Certified Financial Planner
  • Personal Financial Specialist

View on SEC IAPD

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