DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Savant Wealth Management

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Michele Diane BushBaril Advisors LLC unclassifiedSavant Wealth Management independent RIAOtherDec 31, 2022Dec 2, 2022
John HendricksSfg Investment Advisors, Inc. independent RIASavant Wealth Management independent RIARIA to RIADec 31, 2022Nov 2, 2022
Rosemary C GuilliamsAlliant Wealth Advisors independent RIASavant Wealth Management independent RIARIA to RIADec 31, 2022Jan 3, 2023
Aaron PearsonBrighton Jones LLC independent RIASavant Wealth Management independent RIARIA to RIADec 20, 2022Dec 21, 2022
Dominic Joseph AnzevinoCetera Planning Partners independent RIASavant Wealth Management independent RIARIA to RIADec 14, 2022Dec 21, 2022
Andrew Michael WoodsEncompass More Asset Management LLC no RAUMSavant Wealth Management independent RIAOtherDec 13, 2022Jan 19, 2023 (37 d)
Jonathon MerickelPruco Securities, LLC BD affiliatedSavant Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIADec 6, 2022Dec 14, 2022
Milo Boyd OlsonCuso Financial Services, L.P. BD affiliatedSavant Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAOct 13, 2022Jan 9, 2023 (88 d)
Michael Jason GoldsteinAddison Clark Wealth Management, LLC unclassifiedSavant Wealth Management independent RIAOtherOct 10, 2022Oct 28, 2022
Patrick Edward LawlorThe Mather Group, LLC independent RIASavant Wealth Management independent RIARIA to RIAJul 5, 2022Feb 3, 2023 (213 d)
Cheryl S ParrishAlliant Wealth Advisors independent RIASavant Wealth Management independent RIARIA to RIAJul 1, 2022Jul 5, 2022
John Andrew FrischAlliant Wealth Advisors independent RIASavant Wealth Management independent RIARIA to RIAJul 1, 2022Jul 5, 2022
Jeffrey Lewis SchatzAlliant Wealth Advisors independent RIASavant Wealth Management independent RIARIA to RIAJul 1, 2022Jul 5, 2022
Steven John GillhausMowery & Schoenfeld Wealth Management, LLC independent RIASavant Wealth Management independent RIARIA to RIAMar 25, 2022Mar 30, 2022
Jonathan HenkelsPhase III Advisory Services, Ltd independent RIASavant Wealth Management independent RIARIA to RIAJan 21, 2022Mar 31, 2023 (434 d)
Stephanie Lynn WillisonTreybourne Wealth Planners independent RIASavant Wealth Management independent RIARIA to RIADec 17, 2021Sep 16, 2021
Brian Thomas RykovichTreybourne Wealth Planners independent RIASavant Wealth Management independent RIARIA to RIADec 17, 2021Sep 16, 2021
Jason Ryan EnglishEdelman Financial Engines mixed wealthSavant Wealth Management independent RIARIA to RIADec 10, 2021Jul 8, 2022 (210 d)
Travis Richard CliffFilbrandt Wealth Management, LLC independent RIASavant Wealth Management independent RIARIA to RIADec 9, 2021Dec 3, 2021
Scott Lyle KornstedtFilbrandt Wealth Management, LLC independent RIASavant Wealth Management independent RIARIA to RIADec 9, 2021Dec 3, 2021
Shirlene D ChartFilbrandt Wealth Management, LLC independent RIASavant Wealth Management independent RIARIA to RIADec 9, 2021Dec 3, 2021
John Colburn ClarkeFilbrandt Wealth Management, LLC independent RIASavant Wealth Management independent RIARIA to RIADec 9, 2021Dec 3, 2021
James Matthew HaygoodFilbrandt Wealth Management, LLC independent RIASavant Wealth Management independent RIARIA to RIADec 9, 2021Dec 3, 2021
Zach Donald MeulemansFilbrandt Wealth Management, LLC independent RIASavant Wealth Management independent RIARIA to RIADec 9, 2021Dec 3, 2021
Keith Gerald LueckFilbrandt Wealth Management, LLC independent RIASavant Wealth Management independent RIARIA to RIADec 9, 2021Dec 3, 2021
Robert Oliver KlitzkeFilbrandt Wealth Management, LLC independent RIASavant Wealth Management independent RIARIA to RIADec 9, 2021Dec 7, 2021
Noah James TostrudFilbrandt Wealth Management, LLC independent RIASavant Wealth Management independent RIARIA to RIADec 9, 2021Dec 3, 2021
Lillie F PerryFilbrandt Wealth Management, LLC independent RIASavant Wealth Management independent RIARIA to RIADec 9, 2021Dec 3, 2021
Stephen Francis FullerFilbrandt Wealth Management, LLC independent RIASavant Wealth Management independent RIARIA to RIADec 9, 2021Dec 3, 2021
Christopher M CarlsonAmdg Financial independent RIASavant Wealth Management independent RIARIA to RIAOct 7, 2021Jul 21, 2021
Cory Douglas BuehlerBuckingham Strategic Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAJun 14, 2021May 7, 2021
Joseph Thomas TrimbleYhb Wealth Advisors, LLC independent RIASavant Wealth Management independent RIARIA to RIAFeb 24, 2021Feb 18, 2021
Andrew Michael PiselTd Ameritrade, Inc. no RAUMSavant Wealth Management independent RIAOtherJan 11, 2021Apr 14, 2021 (93 d)
Danielle Marie MooreAdvice And Planning Services BD affiliatedSavant Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIANov 13, 2020Nov 9, 2020
David Joseph HuberHuber Financial independent RIASavant Wealth Management independent RIARIA to RIAAug 2, 2020Mar 16, 2020
Kimberly SpenceHuber Financial independent RIASavant Wealth Management independent RIARIA to RIAAug 2, 2020Feb 20, 2020
Robert James WittHuber Financial independent RIASavant Wealth Management independent RIARIA to RIAAug 2, 2020Feb 21, 2020
Robert Earl MorrisonHuber Financial independent RIASavant Wealth Management independent RIARIA to RIAAug 2, 2020Feb 20, 2020
Douglas Ross MortonHuber Financial independent RIASavant Wealth Management independent RIARIA to RIAAug 2, 2020Feb 20, 2020
William Vernon GunlicksHuber Financial independent RIASavant Wealth Management independent RIARIA to RIAAug 2, 2020Feb 20, 2020
Edward Hunter CruickshankHuber Financial independent RIASavant Wealth Management independent RIARIA to RIAAug 2, 2020Mar 3, 2020
Jeremy Seth JosephHuber Financial independent RIASavant Wealth Management independent RIARIA to RIAAug 2, 2020Mar 3, 2020
Stephen BergmanHuber Financial independent RIASavant Wealth Management independent RIARIA to RIAAug 2, 2020Feb 25, 2020
Maureen D WrightHuber Financial independent RIASavant Wealth Management independent RIARIA to RIAAug 2, 2020Feb 20, 2020
Daniel Earl HoldridgeWipfli Financial Advisors, LLC independent RIASavant Wealth Management independent RIARIA to RIAFeb 5, 2020Oct 13, 2020 (251 d)
Christopher N RuediValmark Advisers, Inc. BD affiliatedSavant Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2019Nov 8, 2019
Kevin Carl KingstonValmark Advisers, Inc. BD affiliatedSavant Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2019Dec 26, 2019
Chris Alan WaltersClarity Capital Partners independent RIASavant Wealth Management independent RIARIA to RIADec 6, 2019Nov 6, 2019
Justin David SmithSlayton Lewis Inc independent RIASavant Wealth Management independent RIARIA to RIAMay 7, 2019May 6, 2019
Martin Francois PerdouxWells Fargo Advisors wirehouseSavant Wealth Management independent RIAWirehouse to independent RIAFeb 5, 2019Feb 14, 2019
Randy Lee WattsUit Investing, Inc. unclassifiedSavant Wealth Management independent RIAOtherDec 31, 2018Nov 25, 2025 (2521 d)
Donald Duane DuncanD3 Financial Counselors LLC independent RIASavant Wealth Management independent RIARIA to RIADec 20, 2018Oct 1, 2018
Adam Jeffrey GlassbergD3 Financial Counselors LLC independent RIASavant Wealth Management independent RIARIA to RIADec 20, 2018Oct 1, 2018
Brett A. SpencerD3 Financial Counselors LLC independent RIASavant Wealth Management independent RIARIA to RIAOct 18, 2018Oct 1, 2018
Charles Zachary IveyLPL Financial LLC otherSavant Wealth Management independent RIAOtherOct 18, 2017Dec 4, 2023 (2238 d)
Maria SulickWoodbury Financial Services, Inc. otherSavant Wealth Management independent RIAOtherJul 6, 2017Apr 11, 2024 (2471 d)
Sobhi BaghdadiAmana Wealth Management unclassifiedSavant Wealth Management otherOtherApr 1, 2017Apr 7, 2017
Ann Goldschmidt SchnorrenbergMonument Wealth Management otherSavant Wealth Management otherOtherMar 16, 2017Mar 6, 2017
Stephen Collin LorenceUnited Capital Financial Advisors otherSavant Wealth Management otherOtherNov 21, 2016Jan 30, 2017 (70 d)
Anthony Richard SpangenbergCharles Schwab & Co., Inc. national BDSavant Wealth Management otherOtherSep 13, 2016Sep 8, 2016
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269 moves match.