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Advisor at SAVANT WEALTH MANAGEMENT
ROCKFORD, IL | St Paul, MN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SAVANT WEALTH MANAGEMENT | Independent wealth | Sep 3, 2025 | n/a | yes | ROCKFORD, IL|St Paul, MN | Current employment |
| PRAIRIEVIEW PARTNERS, LLC | Former SEC adviser | Jan 29, 2014 | Oct 20, 2025 | no | ST. PAUL, MN|St. Paul, MN | Previous registration |
| CARLSON CAPITAL MANAGEMENT | Former SEC adviser | Jan 4, 2006 | Dec 31, 2007 | no | NORTHFIELD, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRAIRIEVIEW PARTNERS, LLC | SAVANT WEALTH MANAGEMENT | Oct 20, 2025 | Sep 3, 2025 | -47 | Firm change after gap | RIA to RIA |
| CARLSON CAPITAL MANAGEMENT | PRAIRIEVIEW PARTNERS, LLC | Dec 31, 2007 | Jan 29, 2014 | 2,221 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 145743:107271:MN:2025-10-20 | Oct 20, 2025 | Sep 3, 2025 | ST PAUL, MN | Firm change after gap |