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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cooper? Claim Your ProfileCooper T Swearingen is an Investment Advisor Representative with Savant Wealth Management. Cooper has been in the financial services industry since 2019. Cooper holds the Series 65 - Uniform Investment Adviser Law Examination. The firm is headquartered in Rockford, IL and has branch offices in Rockford and Peoria. Savant Wealth Management provides financial planning, portfolio management, and other financial advisory services to individuals, businesses, and institutions. Cooper is registered in Illinois as an Investment Advisor Representative.
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
12/20/2023 - Present
Savant Wealth Management (ROCKFORD IL)
IA
Issued 12/20/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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