Jaret Wayne Smith Hartley

Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2024 → 08/2025
  Prairieview Partners, Llc
  St Paul, MN
• 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
  Uw-Madison
  Madison, WI
• 05/2023 → 08/2023
  Boulay
  Eden Prairie, MN
• 05/2020 → 05/2023
  River City Estates, Llc
  Wisconsin Rapids, WI
• 09/2014 → 05/2020
  Assumption High/Middle School
  Wisconsin Rapids, WI
• 09/2025 → 06/2026
  Savant Wealth Management
  Rockford, IL
• 06/2026 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2025-02-11 → 2025-10-20
  Prairieview Partners, Llc
  St. Paul, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-28

Designations

• Certified Financial Planner

Other Names

• Jaret Hartley