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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wellington Bork is a financial advisor with Savant Wealth Management. Michael has been in the industry since August 2015 and is a Certified Financial Planner. Michael is registered with the state of Georgia as an Investment Advisor Representative. Michael holds the Series 65 (Uniform Investment Adviser Law Examination). Michael's primary employment is with Savant Wealth Management since February 2023. Savant Wealth Management is a large firm managing over $50 Billion in assets and has a large client base, primarily individuals and families. The firm serves a variety of clients including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Savant Wealth Management is an SEC Registered Investment Advisor with offices in Rockford, Illinois, and Atlanta, Georgia.
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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GA
03/23/2023 - Present
Savant Wealth Management (Atlanta GA)
IA
Issued 03/07/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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