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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Andrew Frisch is an Investment Advisor Representative at Savant Wealth Management, with a registration beginning date of July 5, 2022. John has a strong background in the financial services industry, with previous roles at companies such as AEGIS CAPITAL CORP. and VOSS & CO., INC. John holds a number of professional designations, including Certified Financial Planner and Personal Financial Specialist. Savant Wealth Management is a Registered Investment Advisor with offices in Rockford, IL and Manassas, VA.
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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VA
07/05/2022 - Present
Savant Wealth Management (Manassas VA)
NY
01/02/2003 - 03/29/2004
AEGIS CAPITAL CORP. (NEW YORK NY)
VA
05/11/1992 - 02/26/2003
VOSS & CO., INC. (SPRINGFIELD VA)
VA
04/16/1987 - 04/21/1992
RUSHMORE INVESTMENT BROKERS, INC. (ARLINGTON VA)
IA
Issued 08/05/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/1988
Series 24 - General Securities Principal Examination
BC
Issued 06/03/1988
Series 4 - Registered Options Principal Examination
BC
Issued 04/03/1987
Series 27 - Financial and Operations Principal Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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