DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Brent Anthony Kalka
Certified Financial Planner
Feed of 09/15/2026
At current firm
1 y
since May 2, 2025
In the industry
32 y
since Mar 10, 1994 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Savant Wealth Management independent RIA currentsince May 2, 2025 · Rockford, Il
- Iht Wealth Management LLC BD affiliatedMay 21, 2019 to May 1, 2025 · Elgin, Il
- Independent Financial Partners BD affiliatedMar 30, 2017 to Apr 4, 2019 · Elgin, Il
- Mueller Financial Services, Inc. unclassifiedMay 25, 2004 to Mar 28, 2017 · Elgin, Il
- 1st Global Advisors Inc formerApr 30, 2004 to Mar 30, 2017 · Elgin, Il
- Ws Griffith Securities, Inc. unclassifiedJan 27, 1999 to May 5, 2004 · Rosemont, Il
Moves
a registration end followed by a registration begin elsewhere
- Iht Wealth Management LLC to Savant Wealth Managementleft May 1, 2025, registered May 2, 2025 (1 days) · Affiliated broker-dealer or bank to independent RIA
- Independent Financial Partners to Iht Wealth Management LLCleft Apr 4, 2019, registered May 21, 2019 (47 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- 1st Global Advisors Inc to Mueller Financial Services, Inc.left Mar 30, 2017, registered May 25, 2004 (-4692 days) · Other · moved with a team
- Mueller Financial Services, Inc. to Independent Financial Partnersleft Mar 28, 2017, registered Mar 30, 2017 (2 days) · Other · moved with a team
- Ws Griffith Securities, Inc. to 1st Global Advisors Incleft May 5, 2004, registered Apr 30, 2004 (-5 days) · Other
Signals
- Brent Anthony Kalka left Iht Wealth Management Llc for Savant Wealth Management (registered 2025-05-02)May 1, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address