Shaun Germain

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

• 05/2024 → Present
  Savant Wealth Management
  Rockford, IL
• 06/2022 → Present
  Texas Roadhouse
  Manassas, VA
• 08/2013 → 03/2022
  Bridge Title, Inc.
  Woodbridge, VA
• 03/2022 → 06/2022
  Unemployed
  Manassas, VA

Other Businesses

Key manager and Server at Texas roadhouse part time on a limited basis.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-06