Daniel Joseph Hutcherson

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

• 09/2014 → 09/2024
  Sortino Advisory Partners
  Louisville, KY
• 10/2024 → 11/2024
  Savant Wealth Management
  Rockford, IL
• 11/2024 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2014-09-19 → 2024-10-03
  Sortino Advisory Partners, Llc
  Louisville, KY
  Louisville, KY
• 2009-06-01 → 2014-09-30
  Morgan Stanley
  Lexington, KY
  Lexington, KY
  Louisville, KY
  Louisville, KY
• 2008-06-23 → 2009-06-01
  Morgan Stanley & Co. Llc
  Louisville, KY
  Lexington, KY
• 2004-02-13 → 2008-06-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Louisville, KY
  Louisville, KY
• 2003-02-03 → 2004-02-24
  Ubs Financial Services Inc.
  Louisville, KY

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-03-07
• S63 Uniform Securities Agent State Law Examination
  1999-06-01