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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Madison? Claim Your ProfileMadison Dee Merdian is an Investment Advisor Representative associated with Savant Wealth Management. Madison is registered with the state of Illinois. Madison has been in the industry since May 2018. Madison obtained their Series 65 license on September 27, 2019. Madison is a CERTIFIED FINANCIAL PLANNER™. Madison is based in Rockford, Illinois, and is part of the Savant Wealth Management team based in Rockford, 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
08/25/2023 - Present
Savant Wealth Management (ROCKFORD IL)
IA
Issued 09/27/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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