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Inactive

Nataliya V Zook

Savant Wealth Management

Rockford, IL

Dover, DE

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2023-07-25
  • DE RA
    APPROVED
    Since 2023-07-25

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

220 Beiser Boulevard, Dover, DE 19904 • 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
Citizens Bank Dover DE 06/2014 07/2017
Citizens Securities Inc Dover DE 03/2017 07/2017
Wealth Management Group, Llc Dover DE 07/2017 07/2023
Raymond F. Book & Associates Dover DE 07/2017 07/2023
Savant Wealth Management Rockford IL 07/2023 Present
  • 06/2014 → 07/2017
    Citizens Bank
    Dover, DE
  • 03/2017 → 07/2017
    Citizens Securities Inc
    Dover, DE
  • 07/2017 → 07/2023
    Wealth Management Group, Llc
    Dover, DE
  • 07/2017 → 07/2023
    Raymond F. Book & Associates
    Dover, DE
  • 07/2023 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2018-11-29 → 2023-08-18
    Wealth Management Group
    Dover, DE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-29
S63 Uniform Securities Agent State Law Examination 2017-05-18
  • S65 Uniform Investment Adviser Law Examination
    2018-11-29
  • S63 Uniform Securities Agent State Law Examination
    2017-05-18
Designations
Other Names
  • Nataliya V Buhakova
  • Nataliya Zook

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STACKSTONE WEALTH, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC

Other Investors

JASON JEFFREY WERNER
JENNIFER ELISE LEWIS
ZORANA OKILJ
DAVID RAY FEHRLE
JACK E WHEELER
THOMAS MARTIN WEIGHTMAN
EMILY MANEY VANHILLE
ERICH LEE VARGAZ

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL
STACKSTONE WEALTH, LLC · ROCKFORD, IL
EDWARD JONES · ROCKFORD, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Rockford, IL
FIFTH THIRD SECURITIES, INC. · ROCKFORD, IL
LPL FINANCIAL LLC · ROCKFORD, IL

More in Rockford, IL

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