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David Franklin Ramage

Savant Wealth Management

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About David Franklin Ramage

David Ramage is an investment advisor representative with Savant Wealth Management. David is a registered investment advisor in South Carolina. David has a strong background in the financial services industry, having worked at both Allstate Financial Services, LLC and SWAIMBROWN WEALTH MANAGEMENT, LLC. David also provides oversight for Upstate Insurance Consultants LLC and Bush River Realty LLC. David holds the Series 6, 63 and 65 licenses. David specializes in a wide range of financial services, including portfolio management for individuals and businesses, financial planning, and pension consulting.

Firm Information

David Ramage 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 Ramage’s Registration & Firm History

SC

12/07/2023 - Present

Savant Wealth Management (Clinton SC)

SC

07/27/2000 - 10/01/2010

ALLSTATE FINANCIAL SERVICES, LLC (CLINTON SC)

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Licenses & Designations

IA

Issued 11/14/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/02/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/26/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Franklin Ramage.
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