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Aaron Dykxhoorn is an investment advisor representative at Savant Wealth Management. Aaron has been in the industry since 2022 and has a Series 65 license. Aaron holds a Bachelor of Science degree in Business Administration from the University of Miami and is passionate about financial planning. Aaron is also a Certified Financial Planner™. Savant Wealth Management is a financial advisory firm that provides a variety of services to individuals, families, businesses, and institutions. The firm's services include financial planning, investment management, retirement planning, and estate planning. Savant Wealth Management is headquartered in Rockford, IL and has offices in Middleton, WI. Savant Wealth Management has been in business for over 20 years and has a team of experienced professionals who are dedicated to providing clients with the highest level of service.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IL
05/17/2023 - Present
Savant Wealth Management (ROCKFORD IL)
IA
Issued 05/17/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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