Inactive

Timothy David Winn

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

190 Buckley Drive, Rockford, IL 61107 • United States

100 Lowder Brook Drive Suite 1000, Westwood, MA 02090 • 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	07/2014	02/2026
Savant Wealth Management	Rockford	IL	02/2026	Present

07/2014 → 02/2026

Heritage Financial Services

Westwood, MA
02/2026 → Present

Savant Wealth Management

Rockford, IL

Previous Registrations

2017-09-11 → 2026-03-19

Heritage Financial Services

Westwood, MA

Designations

Other Names

Tim Winn

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

STACKSTONE WEALTH, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

FIFTH THIRD SECURITIES, INC.

LPL FINANCIAL LLC

Other Investors

JASON JEFFREY WERNER

JENNIFER ELISE LEWIS

DAVID RAY FEHRLE

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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