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Evan Goldfuss

Savant Wealth Management

Rockford, IL

Atlanta, GA

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-03-23
  • GA RA
    APPROVED
    Since 2023-03-23

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

400 Northridge Road Suite 350, Atlanta, GA 30350 • 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
Capital Directions, Llc Atlanta GA 02/2018 02/2023
New York Life Insurance Company New York NY 05/2017 08/2017
University Of Alabama Tuscaloosa AL 08/2014 12/2017
Savant Wealth Management Rockford IL 02/2023 Present
  • 02/2018 → 02/2023
    Capital Directions, Llc
    Atlanta, GA
  • 05/2017 → 08/2017
    New York Life Insurance Company
    New York, NY
  • 08/2014 → 12/2017
    University Of Alabama
    Tuscaloosa, AL
  • 02/2023 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2018-04-16 → 2023-04-25
    Capital Directions Llc
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-13
  • S65 Uniform Investment Adviser Law Examination
    2018-04-13
Designations

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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