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Thomas J Ptacin

Savant Wealth Management

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About Thomas J Ptacin

Thomas J. Ptacin is a financial advisor at Savant Wealth Management. Thomas has over 20 years of experience in the financial services industry and is a Certified Financial Planner. Thomas is licensed in Illinois and has previously worked with Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Thomas is committed to helping individuals and families achieve their financial goals.

Firm Information

Thomas Ptacin is currently registered with Savant Wealth Management. Savant Wealth Management is a large firm with over $50 billion in assets under management. They specialize in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations. Savant Wealth Management is based in Rockford, Illinois, and has over 240 investment advisor representatives.
Savant Wealth Management

190 BUCKLEY DRIVE

ROCKFORD, IL 61107

$29.06B

Assets Under Management

230

Total Clients

238

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Thomas Ptacin’s Registration & Firm History

IL

03/27/2007 - Present

Savant Wealth Management (ROCKFORD IL)

WI

05/16/2000 - 01/02/2004

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

WI

05/16/2000 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 06/10/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/09/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/09/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 05/15/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas J Ptacin.
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