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RIA / WealthAdvisorCertified Financial Planner42 years in industry

DAVID WILLIAM BREGGER

Advisor at SAVANT WEALTH MANAGEMENT

Austin, TX | ROCKFORD, IL

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Search this name across graphsid dfx:ria:561b01e6-39a1-60ca-88be-771e03f0dbd8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 14, 2002 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SAVANT WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 29, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Jun 29, 1984
First registration: May 14, 2002
Dual registered: no
IAPD individual key: 1277916

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SAVANT WEALTH MANAGEMENT	Independent wealth	Apr 3, 2026	n/a	yes	ROCKFORD, IL\|Austin, TX	Current employment
EXENCIAL WEALTH ADVISORS	Former SEC adviser	Nov 14, 2023	Apr 30, 2026	no	OKLAHOMA CITY, OK\|Austin, TX	Previous registration
AMERITAS ADVISORY SERVICES, LLC	Bd affiliated wealth	Nov 1, 2021	Nov 21, 2023	no	Austin, TX	Previous registration
AMERITAS ADVISORY SERVICES	Former SEC adviser	Sep 27, 2021	Nov 1, 2021	no	AUSTIN, TX	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Mar 28, 2005	Oct 13, 2021	no	AUSTIN, TX\|AUSTIN, TX\|Austin, TX	Previous registration
CAMBRIDGE INVESTMENT RESEARCH, INC.	n/a	May 14, 2002	Mar 28, 2005	no	AUSTIN, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EXENCIAL WEALTH ADVISORS	SAVANT WEALTH MANAGEMENT	Apr 30, 2026	Apr 3, 2026	-27	Bulk transfer	RIA to RIA
AMERITAS ADVISORY SERVICES, LLC	EXENCIAL WEALTH ADVISORS	Nov 21, 2023	Nov 14, 2023	-7	Firm change	Ibd to RIA
AMERITAS ADVISORY SERVICES	AMERITAS ADVISORY SERVICES, LLC	Nov 1, 2021	Nov 1, 2021	0	Bulk transfer	Ibd to ibd
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	AMERITAS ADVISORY SERVICES	Oct 13, 2021	Sep 27, 2021	-16	Firm change	Ibd to ibd
CAMBRIDGE INVESTMENT RESEARCH, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Mar 28, 2005	Mar 28, 2005	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
317245:130475:TX:2023-11-21	Nov 21, 2023	Nov 14, 2023	AUSTIN, TX	Firm change

Relationships

Registered with (6)

→ SAVANT WEALTH MANAGEMENTRegistered adviserregistration: current employment
Apr 3, 2026 to presentfactForm ADV
→ EXENCIAL WEALTH ADVISORSRegistered adviserregistration: previous registration
Nov 14, 2023 to Apr 30, 2026factForm ADV
→ AMERITAS ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Nov 1, 2021 to Nov 21, 2023factForm ADV
→ AMERITAS ADVISORY SERVICESRegistered adviserregistration: previous registration
Sep 27, 2021 to Nov 1, 2021factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Mar 28, 2005 to Oct 13, 2021factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH, INC.Registered adviserregistration: previous registration
May 14, 2002 to Mar 28, 2005factForm ADV

Dated events

Occurred
Nov 21, 2023
Advisor changed firm
David William Bregger left Ameritas Advisory Services, Llc for Exencial Wealth Advisors (registered 2023-11-14)
Form ADVobserved 6 days ago