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Advisor at SAVANT WEALTH MANAGEMENT
ROCKFORD, IL | MIDDLETON, WI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SAVANT WEALTH MANAGEMENT | Independent wealth | Dec 3, 2021 | n/a | yes | MIDDLETON, WI|ROCKFORD, IL | Current employment |
| FILBRANDT WEALTH MANAGEMENT, LLC | Former SEC adviser | Feb 1, 2018 | Dec 9, 2021 | no | MIDDLETON, WI | Previous registration |
| FILBRANDT INVESTMENT ADVISERS INCORPORATED | Former SEC adviser | Aug 16, 2016 | Feb 21, 2018 | no | MIDDLETON, WI | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Aug 11, 2014 | Jan 30, 2015 | no | APPLETON, WI|WAUWATOSA, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FILBRANDT WEALTH MANAGEMENT, LLC | SAVANT WEALTH MANAGEMENT | Dec 9, 2021 | Dec 3, 2021 | -6 | Firm change | RIA to RIA |
| FILBRANDT INVESTMENT ADVISERS INCORPORATED | FILBRANDT WEALTH MANAGEMENT, LLC | Feb 21, 2018 | Feb 1, 2018 | -20 | Firm change | Other |
| PRUCO SECURITIES, LLC | FILBRANDT INVESTMENT ADVISERS INCORPORATED | Jan 30, 2015 | Aug 16, 2016 | 564 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 291914:107271:WI:2021-12-09 | Dec 9, 2021 | Dec 3, 2021 | MIDDLETON, WI | Firm change |
| 104562:291914:WI:2018-02-21 | Feb 21, 2018 | Feb 1, 2018 | MIDDLETON, WI | Firm change |