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Michael Briscoe is an investment advisor representative with Savant Wealth Management in Freeport, Illinois. Michael is a Series 63 and Series 65 licensed investment advisor, and holds the Series 6TO and SIE exams. Michael has experience in the financial services industry, having worked at Country Capital Management Company, Country Trust Bank, and MetLife Insurance. Michael holds a strong commitment to serving the needs of individual investors, high net worth individuals, corporations, pension plans, and charitable organizations.
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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2
IL
07/06/2023 - Present
Savant Wealth Management (Freeport IL)
IL
05/10/2021 - 05/18/2023
COUNTRY CAPITAL MANAGEMENT COMPANY (MORRISON IL)
IA
Issued 07/06/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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