Best Investors Account Sign in
Inactive

Bennett Joseph Wessley

Savant Wealth Management

Middleton, WI

Rockford, IL

Claim This Profile
Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2023-10-06
  • WI RA
    APPROVED
    Since 2023-10-06

Branch Locations

8401 Greenway Blvd #212, Middleton, WI 53562 • 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
OrganizationCityStateFromTo
Savant Wealth Management Rockford IL 03/2023 11/2024
Wealthspire Advisors Madison WI 06/2022 08/2022
Struck And Irwin Paving, Inc. Deforest WI 05/2020 08/2022
Maple Bluff Country Club Madison WI 05/2016 08/2019
Acorn Beverage Whitewater WI 10/2022 03/2023
University Of Wisconsin-Whitewater Whitewater WI 10/2021 03/2022
Monona Grove High School Monona WI 09/2016 05/2019
University Of Wisconsin - Whitewater Whitewater WI 09/2019 05/2023
Savant Wealth Management Rockford IL 12/2024 Present
  • 03/2023 → 11/2024
    Savant Wealth Management
    Rockford, IL
  • 06/2022 → 08/2022
    Wealthspire Advisors
    Madison, WI
  • 05/2020 → 08/2022
    Struck And Irwin Paving, Inc.
    Deforest, WI
  • 05/2016 → 08/2019
    Maple Bluff Country Club
    Madison, WI
  • 10/2022 → 03/2023
    Acorn Beverage
    Whitewater, WI
  • 10/2021 → 03/2022
    University Of Wisconsin-Whitewater
    Whitewater, WI
  • 09/2016 → 05/2019
    Monona Grove High School
    Monona, WI
  • 09/2019 → 05/2023
    University Of Wisconsin - Whitewater
    Whitewater, WI
  • 12/2024 → Present
    Savant Wealth Management
    Rockford, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-06
  • S65 Uniform Investment Adviser Law Examination
    2023-10-06
Designations
Other Names
  • Bennett J Wessley

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
CANOPY WEALTH MANAGEMENT
MORGAN STANLEY
AMERIPRISE FINANCIAL SERVICES, LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
JACOBSON & SCHMITT ADVISORS, LLC
CHARLES SCHWAB & CO., INC.

Other Investors

JOHN-THOMAS PETREE
BRIAN VETROVEC
JAMES P SOLBERG
JACK DRANEY
BRANDON JOHN GASSER
ALEX DAVID BROST
MICHELLE ROSALYN TODD
ALINA M. ANDRECAN

Other Offices

STRATEGIC ADVISERS LLC · MIDDLETON, WI
CANOPY WEALTH MANAGEMENT · MIDDLETON, WI
MORGAN STANLEY · Middleton, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Middleton, WI
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · MIDDLETON, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MIDDLETON, WI
JACOBSON & SCHMITT ADVISORS, LLC · MIDDLETON, WI
CHARLES SCHWAB & CO., INC. · Middleton, WI

More in Middleton, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor