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.

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 19, 2011earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S66

First exam

Nov 19, 2011

First registration

Nov 21, 2011

Dual registered

no

IAPD individual key

5966516

• Occurred

  Apr 2, 2024
  Advisor changed firm

  Joel Thomas Sauer left Milestone Investment Advisors, Llc for Savant Wealth Management (registered 2024-04-22)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7c248b6d-a71a-5ce8-7bc6-3575291090d2

First observed

Nov 21, 2011

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.