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John Lawrence Kalousek

Savant Wealth Management

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About John Lawrence Kalousek

John Lawrence Kalousek is a financial advisor who has been working in the financial industry for over 9 years. John is registered with Savant Wealth Management and has an active IA registration in Alabama. John is a Chartered Financial Analyst and holds Series 7TO, Series 66 and SIE licenses. John has worked with clients of various types, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. John focuses on providing financial planning, pension consulting, and portfolio management for both individuals and businesses.

Firm Information

John Kalousek 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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John Kalousek’s Registration & Firm History

IL

12/04/2023 - Present

Savant Wealth Management (ROCKFORD IL)

AL

11/02/2020 - 02/22/2022

FIRST HORIZON ADVISORS, INC. (Birmingham AL)

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Licenses & Designations

BOTH

Issued 12/22/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/24/2024

Series 7TO - General Securities Representative Examination

BC

Issued 06/29/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for John Lawrence Kalousek. Review regulatory record here.
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