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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Heitz is an investment advisor representative at Savant Wealth Management. Stephen has been in the financial services industry for over 20 years. Stephen's prior experience includes roles at Morgan Stanley, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc.. Stephen holds the Series 7, Series 31, Series 66, Series 99TO and SIE securities licenses. Stephen is registered in Arizona, Florida, Indiana, Kentucky, Michigan, Minnesota, and Pennsylvania.
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
10/01/2024 - Present
Savant Wealth Management (ROCKFORD IL)
KY
06/01/2009 - 09/30/2014
MORGAN STANLEY (LOUISVILLE KY)
KY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LOUISVILLE KY)
KY
03/08/2004 - 04/02/2007
MORGAN STANLEY DW INC. (LOUISVILLE KY)
BOTH
Issued 04/02/2004
Series 66 - Uniform Combined 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 03/12/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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