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RIA / WealthAdvisor41 years in industry

MICHAEL ROBERT MCGLASHEN

Advisor at SAVANT WEALTH MANAGEMENT

ROCKFORD, IL | Westlake Village, CA

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Search this name across graphsid dfx:ria:e82f0db9-ae28-9dbd-d4ff-daf5b3a5e504

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 3, 2003 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 22, 1985earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jan 22, 1985
First registration: Feb 3, 2003
Dual registered: no
IAPD individual key: 1325666

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 9, 2026	n/a	yes	ROCKFORD, IL\|Westlake Village, CA	Current employment
EXENCIAL WEALTH ADVISORS	Former SEC adviser	Nov 24, 2020	Apr 30, 2026	no	Newtown, PA\|OKLAHOMA CITY, OK\|Westlake Village, CA	Previous registration
BUCKS COUNTY FINANCIAL PLANNING GROUP, INC.	n/a	Oct 28, 2009	Feb 3, 2021	no	NEWTOWN, PA\|NEWTOWN, PA\|Westlake Village, CA	Previous registration
CAPITAL PLANNING ADVISORY GROUP INC	Former SEC adviser	Feb 3, 2003	Nov 30, 2009	no	YARDLEY, PA	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 9, 2026	-21	Bulk transfer	RIA to RIA
BUCKS COUNTY FINANCIAL PLANNING GROUP, INC.	EXENCIAL WEALTH ADVISORS	Feb 3, 2021	Nov 24, 2020	-71	Firm change after gap	Other
CAPITAL PLANNING ADVISORY GROUP INC	BUCKS COUNTY FINANCIAL PLANNING GROUP, INC.	Nov 30, 2009	Oct 28, 2009	-33	Firm change after gap	Other

Relationships

Registered with (4)

→ SAVANT WEALTH MANAGEMENTRegistered adviserregistration: current employment
Apr 9, 2026 to presentfactForm ADV
→ EXENCIAL WEALTH ADVISORSRegistered adviserregistration: previous registration
Nov 24, 2020 to Apr 30, 2026factForm ADV
→ BUCKS COUNTY FINANCIAL PLANNING GROUP, INC.Registered adviserregistration: previous registration
Oct 28, 2009 to Feb 3, 2021factForm ADV
→ CAPITAL PLANNING ADVISORY GROUP INCRegistered adviserregistration: previous registration
Feb 3, 2003 to Nov 30, 2009factForm ADV

Dated events

No dated event names this entity yet.