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RIA / WealthAdvisorCertified Financial Planner16 years in industry

LORI CHRISTINE STEPHENSON

Advisor at SAVANT WEALTH MANAGEMENT

ROCKFORD, IL | Oklahoma City, OK

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Search this name across graphsid dfx:ria:708b566c-114c-0108-1d94-5847fbf134dc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Nov 30, 2009 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: Nov 25, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Nov 25, 2009
First registration: Nov 30, 2009
Dual registered: no
Other names: LORI CHRISTINE COLSON|LORI C STEPHENSON
IAPD individual key: 5721771

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	Oklahoma City, OK\|ROCKFORD, IL	Current employment
EXENCIAL WEALTH ADVISORS	Former SEC adviser	Sep 24, 2018	Apr 30, 2026	no	OKLAHOMA CITY, OK	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jul 18, 2013	Oct 6, 2017	no	GREENWOOD VILLAGE, CO	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Apr 13, 2012	Jun 24, 2013	no	GREENWOOD VILLAGE, CO	Previous registration
EDWARD JONES	National bd RIA	Nov 30, 2009	Aug 4, 2011	no	ST LOUIS, MO\|LAKEWOOD, CO\|LAKEWOOD, CO	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
STRATEGIC ADVISERS LLC	EXENCIAL WEALTH ADVISORS	Oct 6, 2017	Sep 24, 2018	353	Firm change	Ibd to RIA
MSI FINANCIAL SERVICES, INC.	STRATEGIC ADVISERS LLC	Jun 24, 2013	Jul 18, 2013	24	Firm change	Other
EDWARD JONES	MSI FINANCIAL SERVICES, INC.	Aug 4, 2011	Apr 13, 2012	253	Firm change	Other

Relationships

Registered with (5)

→ SAVANT WEALTH MANAGEMENTRegistered adviserregistration: current employment
Apr 3, 2026 to presentfactForm ADV
→ EXENCIAL WEALTH ADVISORSRegistered adviserregistration: previous registration
Sep 24, 2018 to Apr 30, 2026factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jul 18, 2013 to Oct 6, 2017factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Apr 13, 2012 to Jun 24, 2013factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Nov 30, 2009 to Aug 4, 2011factForm ADV

Dated events

No dated event names this entity yet.