Manager · Savant Wealth Management
Richard K. Taylor
CRD 4992112 · 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 Richard K. Taylor on its Form ADV as Manager, a control person.
Firms and roles
- Savant Wealth ManagementManagerWealth manager · Rockford, IL · $56B in regulatory assets
AtlasMembers
Richard’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (9)
- Brent R. BrodeskiFounder & Chief Executive Officer, Savant Wealth Management
- Lavonne L. BrownChief Marketing & Communications 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
4 more people named with Richard on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Richard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.