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Inactive

Jack Robert Wilharm

Savant Wealth Management

Rockford, IL

Middleton, WI

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-01-22
  • WI RA
    APPROVED
    Since 2026-01-22

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

8401 Greenway Blvd #212, Middleton, WI 53562 • 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
University Of Wisconsin Madison Madison WI 01/2024 05/2025
University Of Wisconsin Madison Madison WI 05/2023 09/2023
Keeling Wealth Advisors Johnston IA 05/2024 08/2024
Marcus Theatres Rosemount MN 06/2022 08/2022
Savant Wealth Management Madison WI 06/2025 Present
Kumon Rosemount MN 07/2019 03/2020
School Rosemount MN 01/2006 08/2021
University Of Wisconsin Madison Madison WI 08/2021 05/2025
  • 01/2024 → 05/2025
    University Of Wisconsin Madison
    Madison, WI
  • 05/2023 → 09/2023
    University Of Wisconsin Madison
    Madison, WI
  • 05/2024 → 08/2024
    Keeling Wealth Advisors
    Johnston, IA
  • 06/2022 → 08/2022
    Marcus Theatres
    Rosemount, MN
  • 06/2025 → Present
    Savant Wealth Management
    Madison, WI
  • 07/2019 → 03/2020
    Kumon
    Rosemount, MN
  • 01/2006 → 08/2021
    School
    Rosemount, MN
  • 08/2021 → 05/2025
    University Of Wisconsin Madison
    Madison, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-22
  • S65 Uniform Investment Adviser Law Examination
    2025-07-22
Other Names
  • Jack Wilharm

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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