Unclaimed
Michael Filbrandt is a financial advisor with Savant Wealth Management. Michael has been a Registered Representative since 1972 and has a wealth of experience in the financial services industry. Michael is committed to helping his clients reach their financial goals. He is a Chartered Financial Consultant and holds the Series 63 and 65 licenses. Michael offers financial planning services including investment management for individuals, businesses and pension consulting. Michael also offers educational seminars.
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.
1
2
IL
08/15/2024 - Present
Savant Wealth Management (ROCKFORD IL)
IN
12/17/2001 - 02/14/2003
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
10/28/1993 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
WI
12/13/1995 - 07/15/1997
HARBOUR INVESTMENTS, INC. (MADISON WI)
WI
03/26/1994 - 12/13/1995
WFG SECURITIES CORPORATION (MIDDLETON WI)
NY
10/09/1972 - 04/01/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 07/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/1972
Series 1 - Registered Representative Examination
Active
Inactive
Not sure Michael Filbrandt is the right advisor for you? Invested Better is here to help.