Unclaimed
Jennifer Wagner Sneed is a financial advisor with Savant Wealth Management. Jennifer has been in the industry for over 20 years and has a strong track record of providing financial guidance to individuals, families, and businesses. Jennifer is a Certified Financial Planner and a Chartered Financial Consultant. She specializes in financial planning, portfolio management, and retirement planning. Jennifer is committed to providing her clients with personalized financial advice that helps them achieve their financial goals. Jennifer has previously worked with LPL Financial and Lincoln Financial Advisors.
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
12/04/2023 - Present
Savant Wealth Management (ROCKFORD IL)
AL
08/09/2012 - 09/28/2018
LPL FINANCIAL LLC (BIRMINGHAM AL)
AL
04/18/2001 - 08/17/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (BIRMINGHAM AL)
IN
04/18/2001 - 04/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 04/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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