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Savant Wealth Management financial advisors in Middleton, WI
Every SEC-registered investment adviser representative at a Savant Wealth Management office in Middleton, A to Z.
The short answer
14 registered advisors work at Savant Wealth Management in Middleton, out of 370 at the firm nationwide; it ranks number 3 in the city by advisors. 8 list the CFP designation and 0 are also registered broker representatives.
Savant Wealth Management advisors in Middleton, A to Z
Every Savant Wealth Management advisor →- Samantha L. BlahnikInvestment adviser rep
- Brennan D. BleckerCertified Financial Planner, Chartered Financial Consultant
- Shirlene D. ChartInvestment adviser rep
- Austin J. FlowerCertified Financial Planner
- Stephen F. FullerInvestment adviser rep
- Kyle W. GriesbacherInvestment adviser rep
- Jacob D. HauensteinInvestment adviser rep
- James M. HaygoodCertified Financial Planner
- Brent A. LindellCertified Financial Planner
- Michael T. MallonInvestment adviser rep
- Sarah E. McGinnissCertified Financial Planner
- Zach D. MeulemansCertified Financial Planner, Chartered Financial Consultant
- Noah J. TostrudCertified Financial Planner
- Bennett J. WessleyCertified Financial Planner
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Savant Wealth Management advisors in other cities
Rockford, IL 200Birmingham, AL 13Westwood, MA 13Lancaster, PA 7Lincolnshire, IL 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 Middleton
All Middleton advisors →Morgan Stanley 30Ameriprise Financial Services, LLC 18Strategic Advisers LLC 13Jacobson & Schmitt Advisors, LLC 10Canopy Wealth Management 8LPL Financial LLC 8Harbour Investments, Inc. 6Northwestern Mutual Investment Services, LLC 6Sentinel Advisory Group, LLC 6Edward Jones 5Milestone Investment Advisors, LLC 5Googins Advisors, Inc. 4
Questions
How many financial advisors does Savant Wealth Management have in Middleton?
14 investment adviser representatives are registered at Savant Wealth Management offices in Middleton, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 370 nationwide. 8 list the CFP designation and 0 are also registered as broker representatives.
Is Savant Wealth Management one of the largest advisor employers in Middleton?
Savant Wealth Management ranks number 3 in Middleton by registered advisors; Morgan Stanley has the most, with 30.
How do I check a Savant Wealth Management advisor in Middleton?
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.