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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Ann Alexander is an investment advisor representative at Savant Wealth Management. Allison has been in the industry since November 2014 and is registered with the state of Illinois. Allison has passed the Series 65 exam and holds the Certified Financial Planner designation. Allison Ann Alexander is also a registered representative of Savant Capital Management. Savant Wealth Management provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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
02/26/2015 - Present
Savant Wealth Management (ROCKFORD IL)
IA
Issued 02/26/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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