Nataliya V Zook

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2018-11-29
• S63 Uniform Securities Agent State Law Examination
  2017-05-18

Designations

• Certified Financial Planner

Other Names

• Nataliya V Buhakova
• Nataliya Zook