Unclaimed Profile

Kathryn Lynn Troutner Calagui

SAVANT CAPITAL, LLC·ROCKFORD, Illinois

Series 65Clean record14 years registeredSAVANT CAPITAL, LLC

190 BUCKLEY DRIVE, ROCKFORD, IL 61107CRD# 5995076Firm CRD# 107271

Profile Verification

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

Identity

Kathryn Lynn Troutner Calagui · ROCKFORD, IL

Registration

CRD #5995076 · SAVANT CAPITAL, LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SAVANT CAPITAL, LLC

WIPFLI FINANCIAL ADVISORS, LLC

Nov 2016 – Jun 2020

MILWAUKEE, WI

EQUIUS PARTNERS, INC.

Jan 2012 – May 2015

NOVATO, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 13, 2012

Years registered · 14

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 Kathryn Lynn Troutner Calagui offer?

Kathryn Lynn Troutner Calagui specializes in Financial Planning, Investment Management, Wealth Management.

What are Kathryn Lynn Troutner Calagui's credentials?

Kathryn Lynn Troutner Calagui is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kathryn Lynn Troutner Calagui located?

Kathryn Lynn Troutner Calagui is based in ROCKFORD, Illinois, last registered with SAVANT CAPITAL, LLC.

How does Kathryn Lynn Troutner Calagui charge for services?

Kathryn Lynn Troutner Calagui'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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