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Richard Bender is a financial advisor with Savant Wealth Management in Rockford, Illinois. Richard has been in the financial industry for over 20 years, working with a variety of clients, including individuals, families, businesses, and charitable organizations. Richard holds the Series 6, 26, 63, and 65 licenses and is a Certified Financial Planner and Chartered Financial Consultant. He is committed to providing personalized financial advice to help clients achieve their financial goals.
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
11/19/2012 - Present
Savant Wealth Management (ROCKFORD IL)
IL
05/23/2006 - 08/28/2006
MML INVESTORS SERVICES, INC. (ROCKTON IL)
NJ
01/13/1992 - 01/05/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/13/1992 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 01/24/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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