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Savant Wealth Management financial advisors in Wisconsin
Every SEC-registered investment adviser representative at a Savant Wealth Management office in Wisconsin, by city and A to Z.
The short answer
13 registered advisors work at Savant Wealth Management in Wisconsin, out of 370 nationwide; it's the firm's number 5 state by advisors, and the most are in Middleton (14). 8 list the CFP designation and 0 are also registered broker representatives.
Savant Wealth Management advisors by city in Wisconsin
Every firm in Wisconsin →Savant Wealth Management advisors in Wisconsin, A to Z
Search by name →- Brennan D. BleckerMiddleton · Certified Financial Planner, Chartered Financial Consultant
- Shirlene D. ChartMiddleton
- Travis R. CliffMiddleton · Certified Financial Planner
- Austin J. FlowerMiddleton · Certified Financial Planner
- Stephen F. FullerMiddleton
- Kyle W. GriesbacherMiddleton
- James M. HaygoodMiddleton · Certified Financial Planner
- Michael T. MallonMiddleton
- Zach D. MeulemansMiddleton · Certified Financial Planner, Chartered Financial Consultant
- Lillie F. PerryMiddleton · Certified Financial Planner
- Noah J. TostrudMiddleton · Certified Financial Planner
- Bennett J. WessleyMiddleton · Certified Financial Planner
- Jack R. WilharmMiddleton
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Savant Wealth Management in other states
Illinois 221Massachusetts 23Alabama 19Pennsylvania 16Minnesota 8Rhode Island 6California 5Florida 5Georgia 5Iowa 5Texas 5Virginia 5Delaware 4Maine 4Michigan 4North Carolina 4Oklahoma 4
Questions
How many Savant Wealth Management financial advisors are in Wisconsin?
13 investment adviser representatives are registered at Savant Wealth Management offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 370 at the firm nationwide. 8 list the CFP designation and 0 are also registered as broker representatives.
Where in Wisconsin does Savant Wealth Management have the most advisors?
Middleton, with 14. Savant Wealth Management has advisors in 1 city in Wisconsin.
How do I check a Savant Wealth Management advisor in Wisconsin?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Savant Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.