Chief Marketing & Communications Officer · Savant Wealth Management
Lavonne L. Brown
CRD 6713001 · Named on Form ADV at one SEC-registered adviser
At a glance
Savant Wealth Management, an SEC-registered wealth manager based in Rockford, IL with $55.6 billion in regulatory assets, lists Lavonne L. Brown on its Form ADV as Chief Marketing & Communications Officer, a control person.
Firms and roles
- Savant Wealth ManagementChief Marketing & Communications OfficerWealth manager · Rockford, IL · $56B in regulatory assets
AtlasMembers
Lavonne’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (8)
- Brent R. BrodeskiFounder & Chief Executive Officer, Savant Wealth Management
- Kevin M. HrdlickaHead of Wealth, Savant Wealth Management
- Robert E. MorrisonChief Experience Officer, Savant Wealth Management
- Margaret M. BaerChief Compliance Officer, Savant Wealth Management
- Patrick E. LawlorHead of Mergers and Acquisitions, Savant Wealth Management
3 more people named with Lavonne on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lavonne’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.