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Issued to:
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Savant Capital, LLC dba Savant Wealth Management
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which has demonstrated its conformity to all Practices for:
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Investment Advisor Certification
Click to view practices
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for the following Program:
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Investment advisory services, including the role of 3(38) investment manager and non-discretionary 3(21) investment advisor for ERISA plans, 403(b)/church exempt, eleemosynary, personal trusts, and high net worth individuals
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Date of Current Registration:
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2022.07.26
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Date of Initial Registration:
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2007.07.26
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CEFEX file:
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CFX10032
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On behalf of the CEFEX Registration Committee
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David Vriesenga
Chief Rating Officer
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