CFA · CFP
CFA · CFP
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningHigh Net WorthFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
289 advisors
Number of Clients
15,586 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$29.1B
Fee Structure
Minimum Investment:$300K
Financial Planning:Included in AUM fee
Loading...
Location
1000 Skokie Blvd., Wilmette, IL, 60091
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Savant Wealth Management
September 2016 - Present · 9 yrs 5 mos
Previous Registrations
Charles Schwab & CO., INC.
April 2012 - September 2016 · 4 yrs 5 mos
Charles Schwab & CO., INC.Broker
April 2012 - September 2016 · 4 yrs 5 mos
TD Ameritrade, INC.Broker
December 2008 - April 2012 · 3 yrs 4 mos
Amerivest Investment Management, LLC
December 2008 - April 2012 · 3 yrs 4 mos
TD Ameritrade, INC.
December 2008 - April 2012 · 3 yrs 4 mos
Edward Jones
February 2008 - November 2008 · 9 mos
Edward JonesBroker
January 2008 - November 2008 · 10 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.