Unclaimed
Anthony Spangenberg is a financial advisor with Savant Wealth Management in Wilmette, Illinois. Anthony has been in the financial services industry since 2008 and has held previous roles at Charles Schwab & Co., Inc., TD Ameritrade, Inc. and Edward Jones. Anthony is a Certified Financial Planner and a Chartered Financial Analyst. Anthony is registered to provide investment advice in Illinois.
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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2
IL
09/08/2016 - Present
Savant Wealth Management (WILMETTE IL)
IL
04/27/2012 - 09/13/2016
CHARLES SCHWAB & CO., INC. (WINNETKA IL)
IL
12/23/2008 - 04/20/2012
TD AMERITRADE, INC. (NORTHBROOK IL)
IL
01/25/2008 - 11/13/2008
EDWARD JONES (CHICAGO IL)
BOTH
Issued 02/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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