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David Clare Gruber

Savant Wealth Management

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About David Clare Gruber

David Gruber is an investment advisor representative with Savant Wealth Management. David has been in the financial services industry since 2015 and has held previous positions at Ausdal Financial Partners, Inc. and World Trend Financial Planning Services, LTD. David has passed the Series 63, Series 65 and SIE exams.

Firm Information

David Gruber is currently registered with Savant Wealth Management. Savant Wealth Management is a large firm with over $50 billion in assets under management. They specialize in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations. Savant Wealth Management is based in Rockford, Illinois, and has over 240 investment advisor representatives.
Savant Wealth Management

190 BUCKLEY DRIVE

ROCKFORD, IL 61107

$29.06B

Assets Under Management

230

Total Clients

238

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Gruber’s Registration & Firm History

IA

10/04/2022 - Present

Savant Wealth Management (Cedar Rapids IA)

IA

09/12/2018 - 10/07/2022

AUSDAL FINANCIAL PARTNERS, INC. (Cedar Rapids IA)

IA

06/27/2016 - 12/14/2018

WORLD TREND FINANCIAL PLANNING SERVICES, LTD. (CEDAR RAPIDS IA)

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Licenses & Designations

IA

Issued 06/22/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/03/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Clare Gruber.
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