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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 Matthew McMillen is a financial advisor at Savant Wealth Management. John has over 20 years of experience in the financial services industry. John is a Certified Financial Planner and Chartered Financial Analyst and holds Series 7, 63 and 66 licenses. John specializes in providing financial planning, portfolio management and retirement planning services to individuals, families and businesses. He is a dedicated professional who is committed to helping clients achieve their financial goals. John has experience working with high-net-worth individuals, families and businesses, as well as charitable organizations and pension and profit-sharing plans. John is committed to providing personalized and comprehensive financial planning services to help his clients achieve their goals.
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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IL
03/30/2023 - Present
Savant Wealth Management (ROCKFORD IL)
MO
01/05/2005 - 04/07/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
TX
10/05/2000 - 04/02/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 01/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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