Brent Brodeski, CFA®, CFP®, CPA
Rockford, Illinois, 61107
Member Since 2004
Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant\'s been as a top advisor featured in publications like: Barron\'s (Top 50 Independent Advisor Since 2007), Forbe\'s (Top 50 RIA Since 2008), Worth magazine (Top 100 Advisors 1997-2008), Chicago magazine (#1 Independent Advisor), BusinessWeek, Reuters, Bloomberg, Medical Economics magazine, and J.K. Lassers.
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Background Information
Years of Financial Experience
- 20
Education
- Northern Illinois University (BS)
- Northern Illinois University (MBA)
Certifications and Designations
- AIFA®
- CFA®
- CFP®
- CPA
- Paladin
Association Memberships
- Financial Planning Association
Methods of Compensation
- Financial Planning: Fixed fee
- Investment Services: Asset-based fee
Primary Custodian(s)
- Schwab
- TD Ameritrade
- Fidelity
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them
Registration & Licensing
- Registered Investment Advisor
- CRD/IARD Number: 2114022
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Savant Capital Management, Inc.
- Broker/Dealer: None
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Disclosure(s)
- View StatementSavant Capital Management, Inc. is a Registered Investment Advisor. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage the advisor’s services. Past performance is no guarantee of future results.
- View Statement
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Current Review
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
Investment Products
- Mutual Funds, Commodities, REITs
Visit Website - http://www.savantcapital.com
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