Unclaimed Profile

Chris Alan Walters

SAVANT CAPITAL, LLC·ROCKFORD, Illinois

Series 3, Series 7, Series 24, Series 63, Series 65, Series 66Clean record23 years registeredSAVANT CAPITAL, LLC

190 BUCKLEY DRIVE, ROCKFORD, IL 61107CRD# 1856545Firm CRD# 107271

Profile Verification

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

Identity

Chris Alan Walters · ROCKFORD, IL

Registration

CRD #1856545 · SAVANT CAPITAL, LLC · 23 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Jan 2026 – present

SAVANT WEALTH MANAGEMENT

Nov 2019 – Apr 2024

ROCKFORD, IL

CLARITY CAPITAL PARTNERS

Jul 2019 – Dec 2019

NEWPORT BEACH, CA

GENSPRING FAMILY OFFICES, LLC

Jan 2016 – Aug 2017

COSTA MESA, CA

LPL FINANCIAL LLC

Jul 2011 – Jun 2012

ONTARIO, CA

UVEST FINANCIAL SERVICES GROUP, INC.

Mar 2009 – Jul 2011

ONTARIO, CA

STEIN ROE INVESTMENT COUNSEL, INC.

Feb 2005 – Oct 2006

SAN FRANCISCO, CA

CITICORP INVESTMENT SERVICES

Jun 2003 – Aug 2004

COSTA MESA, CA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · June 13, 2003

Years registered · 23

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 Chris Alan Walters offer?

Chris Alan Walters specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKFORD, Illinois for a consultation.

What are Chris Alan Walters's credentials?

Chris Alan Walters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Chris Alan Walters located?

Chris Alan Walters is based in ROCKFORD, Illinois, working with SAVANT CAPITAL, LLC. Their office serves clients in the ROCKFORD metropolitan area and surrounding communities.

How does Chris Alan Walters charge for services?

Chris Alan Walters'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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