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Inactive

Robert Oliver Klitzke

Savant Wealth Management

Middleton, WI

Rockford, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2021-12-07
  • WI RA
    APPROVED
    Since 2021-12-07

Branch Locations

8401 Greenway Blvd #212, Middleton, WI 53562 • 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Filbrandt Investment Advisers Middleton WI 06/2016 01/2018
Filbrandt Investment Advisers Incorporated Middleton WI 01/2018 12/2021
Savant Wealth Management Rockford IL 12/2021 03/2022
Savant Wealth Management Rockford IL 03/2022 12/2022
Savant Wealth Management Rockford IL 12/2022 10/2023
Savant Wealth Management Rockford IL 10/2023 Present
Previous Registrations
  • 2018-02-01 → 2021-12-09
    Filbrandt Wealth Management, Llc
    Middleton, WI
  • 2016-11-07 → 2018-02-21
    Filbrandt Investment Advisers Incorporated
    Middleton, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-02
  • S65 Uniform Investment Adviser Law Examination
    2016-11-02
Other Names
  • Rocky Oliver Klitzke
  • Robert Klitzke

View on SEC IAPD

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JACK DRANEY
BRANDON JOHN GASSER
ALEX DAVID BROST
MICHELLE ROSALYN TODD
ALINA M. ANDRECAN

Other Offices

STRATEGIC ADVISERS LLC · MIDDLETON, WI
CANOPY WEALTH MANAGEMENT · MIDDLETON, WI
MORGAN STANLEY · Middleton, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Middleton, WI
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · MIDDLETON, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MIDDLETON, WI
JACOBSON & SCHMITT ADVISORS, LLC · MIDDLETON, WI
CHARLES SCHWAB & CO., INC. · Middleton, WI

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