Unclaimed
Scott Lyle Kornstedt is a financial advisor with Savant Wealth Management. Scott has been in the industry for over 17 years, holding various roles at different financial firms. Scott holds Series 7 and Series 66 licenses and is also a Certified Financial Planner™ and a Chartered Financial Consultant™. Scott is passionate about helping individuals and families achieve their financial goals. Scott is a member of the board at the Friends of Waisman Center in Madison, WI, and is committed to giving back to the community.
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
12/03/2021 - Present
Savant Wealth Management (ROCKFORD IL)
WI
07/31/2006 - 04/23/2012
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
07/31/2006 - 04/23/2012
SII INVESTMENTS, INC. (APPLETON WI)
WI
01/06/2005 - 07/27/2006
THRIVENT INVESTMENT MANAGEMENT INC. (MANITOWOC WI)
BOTH
Issued 12/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Scott Kornstedt is the right advisor for you? Invested Better is here to help.