Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Phillips is a financial advisor with over 10 years of experience in the industry. Kevin is a CERTIFIED FINANCIAL PLANNER™ professional who is currently registered as an Investment Advisor Representative with Savant Wealth Management. Kevin has held previous positions with Securian Financial Services, Inc. and Great Point Capital LLC. Savant Wealth Management is a large, well-established firm that serves a wide range of clients, including high-net-worth individuals, pension plans, charitable organizations, and corporations. Savant Wealth Management's office is located in Rockford, IL. Kevin is also registered in Illinois.
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
01/05/2015 - Present
Savant Wealth Management (NAPERVILLE IL)
IL
09/22/2011 - 12/22/2014
SECURIAN FINANCIAL SERVICES, INC. (OAKBROOK IL)
IL
06/20/2005 - 09/21/2011
GREAT POINT CAPITAL LLC (CHICAGO IL)
BOTH
Issued 09/30/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2014
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/22/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/20/2005
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
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