Inactive

Kenzie Marie Ferris

Savant Wealth Management

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Current Employers

Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-03-16

MA RA
APPROVED

Since 2026-03-16

Branch Locations

100 Lowder Brook Drive Suite 1000, Westwood, MA 02090 • 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

Organization	City	State	From	To
Heritage Financial Services	Westwood	MA	06/2010	02/2026
Savant Wealth Management	Rockford	IL	02/2026	Present

06/2010 → 02/2026

Heritage Financial Services

Westwood, MA
02/2026 → Present

Savant Wealth Management

Rockford, IL

Previous Registrations

2017-04-28 → 2026-03-19

Heritage Financial Services

Westwood, MA

Designations

View on SEC IAPD

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