Matthew Carl Weinheimer
Investment adviser representative at Savant Wealth Management
29 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$55.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
29 years in the industry.
- Savant Wealth ManagementApr 2026 to now
- Purshe Kaplan Sterling InvestmentsNov 2023 to now
- Parkstone Investments, LLCJun 2023 to now
- Exencial Wealth Advisors dba Weinheimer Wealth ManagementNov 2023 to Mar 2026
- Ameritas Advisory Services, LLCNov 2021 to Nov 2023
- Ameritas Life Insurance CorpApr 2015 to Nov 2023
- Weinheimer Wealth ManagementJun 2014 to Nov 2023
- Ameritas Investment Corp.Oct 1997 to Nov 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (TX).
Savant Wealth Management
Legal name: Savant Capital, LLC
$55.6BAssets managed
24,034Clients
392Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2917501
- Firm CRD
- 107271