Brian Herrera

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

• 02/2023 → Present
  Savant Wealth Management
  Rockford, IL
• 03/2019 → 12/2022
  Chase Bank
  Hanover Park, IL
• 06/2018 → 03/2019
  Associated Bank
  Elgin, IL
• 06/2014 → 06/2018
  United States Marine Corps
  Twentynine Palms, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-28