Unclaimed Profile

Brent Raymond Brodeski

SAVANT CAPITAL, LLC·ROCKFORD, Illinois

Series 7, Series 27, Series 53, Series 63Clean record28 years registeredSAVANT CAPITAL, LLC

190 BUCKLEY DRIVE, ROCKFORD, IL 61107CRD# 2114022Firm CRD# 107271

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brent Raymond Brodeski · ROCKFORD, IL

Registration

CRD #2114022 · SAVANT CAPITAL, LLC · 28 years registered

Brand Profile

Not yet started

Career History

SAVANT WEALTH MANAGEMENT

Mar 1998 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 27

Series 53

Series 63

Registration record

First registered · March 26, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SAVANT CAPITAL, LLC

CRD 107271 · SEC 801-43144

AUM

$28.6B

Regulatory assets under management

Employees

543

16,049 client accounts

Services offered by SAVANT CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SAVANT CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Brent Raymond Brodeski offer?

Brent Raymond Brodeski specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKFORD, Illinois for a consultation.

What are Brent Raymond Brodeski's credentials?

Brent Raymond Brodeski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brent Raymond Brodeski located?

Brent Raymond Brodeski is based in ROCKFORD, Illinois, working with SAVANT CAPITAL, LLC. Their office serves clients in the ROCKFORD metropolitan area and surrounding communities.

How does Brent Raymond Brodeski charge for services?

Brent Raymond Brodeski's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAVANT CAPITAL, LLC?

SAVANT CAPITAL, LLC has approximately 543 employees and manages $28.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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