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Kevin Carl Kingston

Savant Wealth Management

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About Kevin Carl Kingston

Kevin Kingston is a financial advisor registered in Illinois with Savant Wealth Management. Kevin is a Registered Representative of Savant Capital Management. Kevin has been in the industry since 1976 and has extensive experience in financial planning and investment management. Kevin is a Chartered Financial Consultant.

Firm Information

Kevin Kingston 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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Kevin Kingston’s Registration & Firm History

IL

12/26/2019 - Present

Savant Wealth Management (BLOOMINGTON IL)

IL

06/01/2007 - 12/31/2019

VALMARK SECURITIES, INC. (BLOOMINGTON IL)

IL

10/20/1980 - 12/17/2009

AXA ADVISORS, LLC (BLOOMINGTON IL)

IL

08/30/1995 - 06/07/2007

MUTUAL SERVICE CORPORATION (BLOOMINGTON IL)

NY

10/26/1976 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/30/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/13/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/1999

Series 7 - General Securities Representative Examination

BC

Issued 10/22/1976

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 4 public disclosures for Kevin Carl Kingston. Review regulatory record here.
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