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Emily Katherine Burke is a financial advisor at Savant Wealth Management. Emily is licensed in Illinois and has been working in the financial services industry since 2022. Emily has a Series 63 and 65 licenses and has earned the SIE license. Emily is experienced in financial planning and portfolio management for individuals and businesses. Emily is also experienced in providing pension consulting services and educational seminars. Emily previously worked at Northwestern Mutual Investment Services, LLC. Emily is an owner of ProseP Ltd.
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
01/29/2024 - Present
Savant Wealth Management (ROCKFORD IL)
IL
10/24/2022 - 04/11/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Rockford IL)
IA
Issued 01/27/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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