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Emily Katherine Burke

Savant Wealth Management

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About Emily Katherine Burke

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.

Firm Information

Emily Burke 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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Emily Burke’s Registration & Firm History

IL

01/29/2024 - Present

Savant Wealth Management (ROCKFORD IL)

IL

10/24/2022 - 04/11/2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Rockford IL)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Emily Katherine Burke.
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