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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wipfli Financial Advisors, Llc | Rockford | IL | 05/2019 | 10/2021 |
| Wipfli Financial Advisors, Llc | Rockford | IL | 05/2018 | 07/2018 |
| University Of Illinois Urbana-Champaign | Urbana-Champaign | IL | 08/2015 | 05/2019 |
| Axiom Wealth Advisors | Dixon | IL | 06/2017 | 08/2017 |
| Clark Carroll Insurance Agency | Mt. Carroll | IL | 06/2017 | 08/2017 |
| Grade School Student | Polo | IL | 01/2002 | 08/2017 |
| Wipfli Financial Advisors, Llc | Rockford | IL | 10/2021 | 09/2022 |
| Creative Planning, Llc | Rockford | IL | 10/2022 | 08/2023 |
| Savant Wealth Management | Rockford | IL | 08/2023 | 04/2024 |
| Savant Wealth Management | Rockford | IL | 04/2024 | 06/2026 |
| Savant Wealth Management | Rockford | IL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-27 |
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