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RIA / WealthAdvisor36 years in industry

ROBERT JAMES KEMP

Advisor at SAVANT WEALTH MANAGEMENT

ROCKFORD, IL | Fullerton, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 7, 1996 to Sep 14, 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 1, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Mar 8, 1994
First registration: Nov 7, 1996
Dual registered: no
IAPD individual key: 1854250

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	Oct 1, 2024	n/a	yes	ROCKFORD, IL\|Fullerton, CA	Current employment
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Oct 31, 2005	Sep 11, 2006	no	FULLERTON, CA\|FULLERTON, CA\|FULLERTON, CA	Previous registration
SENTRA SECURITIES CORPORATION	n/a	Nov 30, 1998	Oct 31, 2005	no	PLACENTIA, CA	Previous registration
KEMP FINANCIAL MANAGEMENT, LLC	Former SEC adviser	Nov 7, 1996	Oct 4, 2024	no	FULLERTON, CA	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
KEMP FINANCIAL MANAGEMENT, LLC	SENTRA SECURITIES CORPORATION	Oct 4, 2024	Nov 30, 1998	-9,440	Firm change after gap	Other
SAGEPOINT FINANCIAL, INC.	SAVANT WEALTH MANAGEMENT	Sep 11, 2006	Oct 1, 2024	6,595	Firm change after gap	Other
SENTRA SECURITIES CORPORATION	SAGEPOINT FINANCIAL, INC.	Oct 31, 2005	Oct 31, 2005	0	Bulk transfer	Other

Relationships

Registered with (4)

→ SAVANT WEALTH MANAGEMENTRegistered adviserregistration: current employment
Oct 1, 2024 to presentfactForm ADV
→ KEMP FINANCIAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 7, 1996 to Oct 4, 2024factForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
Oct 31, 2005 to Sep 11, 2006factForm ADV
→ SENTRA SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Nov 30, 1998 to Oct 31, 2005factForm ADV

Dated events

Occurred
Oct 4, 2024
Advisor changed firm
Robert James Kemp left Kemp Financial Management, Llc for Sentra Securities Corporation (registered 1998-11-30)
Form ADVobserved 6 days ago