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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Raymond Brodeski is a financial advisor with Savant Wealth Management. Brent has been in the industry since 1991, and has been associated with Savant Wealth Management since July 2020. Brent is a Certified Financial Planner and a Chartered Financial Analyst, and has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Brent is registered to provide investment advice in Illinois and Texas.
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
09/15/2003 - Present
Savant Wealth Management (ROCKFORD IL)
NA
03/02/1993 - 07/22/1993
TERRA SECURITIES CORPORATION
NA
02/08/1991 - 10/02/1992
BATES SECURITIES, INC.
BC
Issued 02/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/1991
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/19/1991
Series 27 - Financial and Operations Principal Examination
BC
Issued 02/06/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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