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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 Clarke is a financial advisor with Savant Wealth Management. John has been in the financial services industry since 2009 and has a Series 6, 7, 63 and 65 licenses. John has held previous positions with MFD Distributors, LLC and AlPS Distributors, Inc. John is also a Certified Financial Planner. John is registered with the state of Wisconsin and specializes in financial planning, portfolio management, and pension consulting. Savant Wealth Management provides financial advice to a wide range of clients, including individuals, families, businesses, and institutions. The firm has offices in Rockford, Illinois and Middleton, Wisconsin.
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
12/03/2021 - Present
Savant Wealth Management (ROCKFORD IL)
WI
09/03/2015 - 10/05/2018
MFD DISTRIBUTOR, LLC (MADISON WI)
WI
09/11/2012 - 08/07/2015
ALPS DISTRIBUTORS, INC. (MILWAUKEE WI)
WI
05/08/2012 - 08/17/2012
NORTHERN TRUST SECURITIES, INC. (MILWAUKEE WI)
WI
09/07/2009 - 02/02/2011
GWFS EQUITIES, INC. (GLENDALE WI)
IA
Issued 06/23/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/04/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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