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RIA / WealthAdvisor18 years in industry

KAREN LYNN BOSCHERT

Advisor at SAVANT WEALTH MANAGEMENT

Huntersville, NC | ROCKFORD, IL

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Search this name across graphsid dfx:ria:bd1ff1a9-71bc-a35a-6590-5159fbc85f64

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Dec 9, 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: Jan 3, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Jan 3, 2008
First registration: Dec 9, 2009
Dual registered: no
Other names: KAREN L BOSCHERT|KAREN L BEARD
IAPD individual key: 5450762

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 6, 2026	n/a	yes	Huntersville, NC\|ROCKFORD, IL	Current employment
EXENCIAL WEALTH ADVISORS	Former SEC adviser	Jun 9, 2020	Apr 29, 2026	no	OKLAHOMA CITY, OK\|Huntersville, NC	Previous registration
WILLINGDON WEALTH MANAGEMENT LLC	Former SEC adviser	May 7, 2018	Jul 10, 2020	no	HUNTERSVILLE, NC	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Oct 21, 2016	Jan 31, 2018	no	Corte Madera, CA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Oct 21, 2016	Jan 31, 2018	no	CORTE MADERA, CA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	May 2, 2013	Aug 18, 2016	no	NEW YORK, NY\|MT KISCO, NY\|SUNNYSIDE, NY	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Dec 9, 2009	Jun 13, 2011	no	NEW YORK, NY\|STAMFORD, CT	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 29, 2026	Apr 6, 2026	-23	Bulk transfer	RIA to RIA
WILLINGDON WEALTH MANAGEMENT LLC	EXENCIAL WEALTH ADVISORS	Jul 10, 2020	Jun 9, 2020	-31	Firm change after gap	RIA to RIA
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Jan 31, 2018	Oct 21, 2016	-467	Channel change	Other
TD AMERITRADE, INC.	WILLINGDON WEALTH MANAGEMENT LLC	Jan 31, 2018	May 7, 2018	96	Firm change	Other
STRATEGIC ADVISERS LLC	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Aug 18, 2016	Oct 21, 2016	64	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
129613:130475:NC:2020-07-10	Jul 10, 2020	Jun 9, 2020	HUNTERSVILLE, NC	Firm change after gap
7870:111514:CA:2018-01-18	Jan 31, 2018	Oct 21, 2016	CORTE MADERA, CA	Firm change after gap

Relationships

Registered with (6)

→ SAVANT WEALTH MANAGEMENTRegistered adviserregistration: current employment
Apr 6, 2026 to presentfactForm ADV
→ EXENCIAL WEALTH ADVISORSRegistered adviserregistration: previous registration
Jun 9, 2020 to Apr 29, 2026factForm ADV
→ WILLINGDON WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
May 7, 2018 to Jul 10, 2020factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 21, 2016 to Jan 31, 2018factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Oct 21, 2016 to Jan 31, 2018factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
May 2, 2013 to Aug 18, 2016factForm ADV

Dated events

No dated event names this entity yet.