Financial ADVSR advisor directory · SEC adviser records
Savant Wealth Management financial advisors in Lincolnshire, IL
Every SEC-registered investment adviser representative at a Savant Wealth Management office in Lincolnshire, A to Z.
The short answer
14 registered advisors work at Savant Wealth Management in Lincolnshire, out of 370 at the firm nationwide; it ranks number 1 in the city by advisors. 11 list the CFP designation and 0 are also registered broker representatives.
Savant Wealth Management advisors in Lincolnshire, A to Z
Every Savant Wealth Management advisor →- Edward H. CruickshankCertified Financial Planner
- Jacob DanowskiCertified Financial Planner
- Andrew P. DonahueInvestment adviser rep
- Andrew D. FaldutoCertified Financial Planner
- Michael J. GoldsteinCertified Financial Planner, Chartered Financial Consultant
- William V. GunlicksCertified Financial Planner
- Brent A. KalkaCertified Financial Planner
- Shaun P. LuceCertified Financial Planner
- Colin T. MalecCertified Financial Planner
- Alec A. MontoyaCertified Financial Planner
- Robert E. MorrisonCertified Financial Planner
- Patrick T. OsullivanInvestment adviser rep
- Scott M. WintersteenChartered Financial Analyst
- Robert J. WittCertified Financial Planner
Savant Wealth Management advisors in every city and state →Savant Wealth Management: assets, clients and custodians →Savant news and advisor moves →Advisor Moves: who changed firms this week →
Savant Wealth Management advisors in other cities
Rockford, IL 200Middleton, WI 14Birmingham, AL 13Westwood, MA 13Lancaster, PA 7St Paul, MN 7Huntsville, AL 6Middletown, RI 6Atlanta, GA 5Satellite Beach, FL 5Woburn, MA 5Cedar Rapids, IA 4Chicago, IL 4Huntersville, NC 4Oklahoma City, OK 4
Other firms in Lincolnshire
All Lincolnshire advisors →LPL Financial LLC 4Mowery & Schoenfeld Wealth Management, LLC 4Oneamerica Securities, Inc. 4Alight Financial Advisors, LLC 3Simplicity Wealth 3
Questions
How many financial advisors does Savant Wealth Management have in Lincolnshire?
14 investment adviser representatives are registered at Savant Wealth Management offices in Lincolnshire, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 370 nationwide. 11 list the CFP designation and 0 are also registered as broker representatives.
Is Savant Wealth Management one of the largest advisor employers in Lincolnshire?
Savant Wealth Management ranks number 1 in Lincolnshire by registered advisors, ahead of LPL Financial LLC (4).
How do I check a Savant Wealth Management advisor in Lincolnshire?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.