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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Myers is a financial advisor with Savant Wealth Management. Robert has been in the industry since 2007 and holds a Series 6, Series 63, Series 65 and Series 99TO license. Robert also holds the Certified Financial Planner designation. Savant Wealth Management is a financial advisory firm that provides a variety of financial planning and investment management services. The firm has a strong focus on serving high-net-worth individuals, charitable organizations, and pension and profit sharing plans.
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
10/04/2022 - Present
Savant Wealth Management (ROCKFORD IL)
IA
09/12/2018 - 10/07/2022
AUSDAL FINANCIAL PARTNERS, INC. (Cedar Rapids IA)
IA
08/24/2007 - 12/14/2018
WORLD TREND FINANCIAL PLANNING SERVICES, LTD. (CEDAR RAPIDS IA)
IA
Issued 07/16/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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