Unclaimed Profile

Ellen Kay Poppen

SAVANT CAPITAL, LLC·ROCKFORD, Illinois

Clean recordSAVANT CAPITAL, LLC

190 BUCKLEY DRIVE, ROCKFORD, IL 61107CRD# 5164167Firm CRD# 107271

Profile Verification

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

Identity

Ellen Kay Poppen · ROCKFORD, IL

Registration

CRD #5164167 · SAVANT CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Ellen Kay Poppen is a registered financial advisor based in ROCKFORD, Illinois, affiliated with SAVANT CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

SAVANT CAPITAL, LLC

SAVANT WEALTH MANAGEMENT

AUM

$28.6B

Regulatory assets under management

Employees

543

Total firm employees

View all advisors at SAVANT CAPITAL, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5164167

Firm CRD# 107271

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ellen Kay Poppen offer?

Ellen Kay Poppen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKFORD, Illinois for a consultation.

What are Ellen Kay Poppen's credentials?

Ellen Kay Poppen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ellen Kay Poppen located?

Ellen Kay Poppen is based in ROCKFORD, Illinois, working with SAVANT CAPITAL, LLC. Their office serves clients in the ROCKFORD metropolitan area and surrounding communities.

How does Ellen Kay Poppen charge for services?

Ellen Kay Poppen'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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