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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 21, 2022 | Oct 20, 2025 | no | ST. PAUL, MN | Previous registration |
| MD FINANCIAL ADVISORS / VESTMENT FINANCIAL | Independent wealth | Nov 2, 2020 | Jun 10, 2021 | no | CHANHASSEN, 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 |
| MD FINANCIAL ADVISORS / VESTMENT FINANCIAL | PRAIRIEVIEW PARTNERS, LLC | Jun 10, 2021 | Jan 21, 2022 | 225 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 145743:107271:MN:2025-10-20 | Oct 20, 2025 | Sep 3, 2025 | ST PAUL, MN | Firm change after gap |