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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-09-03 |
Branch Locations
2250 Town Square Tower 445 Minnesota St, St Paul, MN 55101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prairieview Partners, Llc | St Paul | MN | 06/2024 | 08/2025 |
| Uw-Madison | Madison | WI | 08/2023 | 05/2024 |
| Uw-Madison | Madison | WI | 08/2022 | 05/2024 |
| Uw-Madison | Madison | WI | 07/2021 | 07/2022 |
| Uw-Madison | Madison | WI | 01/2021 | 07/2021 |
| Boulay | Eden Prairie | MN | 05/2023 | 08/2023 |
| River City Estates, Llc | Wisconsin Rapids | WI | 05/2020 | 05/2023 |
| Assumption High/Middle School | Wisconsin Rapids | WI | 09/2014 | 05/2020 |
| Savant Wealth Management | Rockford | IL | 09/2025 | 06/2026 |
| Savant Wealth Management | Rockford | IL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-28 |
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