Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Witt is a financial advisor at Savant Wealth Management. Robert has been in the financial services industry since 1997. Robert's professional experience includes positions with NFP Securities, Inc., VeraVest Investments, Inc., Vision Investment Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Robert holds the Series 7 and Series 63 securities licenses. Robert is a Certified Financial Planner. Robert specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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
02/21/2020 - Present
Savant Wealth Management (Lincolnshire IL)
IL
11/24/2003 - 08/06/2007
NFP SECURITIES, INC. (BANNOCKBURN IL)
MA
07/05/2000 - 11/25/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IL
09/28/1999 - 05/16/2000
VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)
MN
02/27/1997 - 09/01/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/27/1997 - 09/01/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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