Brent Joseph Martinson
Investment adviser representative at Savant Wealth Management
12 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
12 years in the industry.
- Savant Wealth ManagementMay 2026 to now
- Gradient Financial Group - Case CentralApr 2025 to May 2026
- Gradient Securities, LLCApr 2025 to May 2026
- Empower Advisory Group, LLCApr 2023 to Apr 2025
- Empower Financial Services, IncApr 2023 to Apr 2025
- PNC Investments LLCNov 2022 to Apr 2023
- Transamerica Investors Securities CorporationFeb 2014 to Nov 2022
- Transamerica Retirement SolutionsFeb 2014 to Nov 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 4825581
- Firm CRD
- 107271