Adam Munger
Investment adviser representative at Savant Wealth Management
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$55.6BFirm assets
Are you Adam Munger? Claim your profile
Contact this firm
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
16 years in the industry.
- Savant Wealth ManagementDec 2023 to now
- Bridgeworth Wealth ManagementJun 2021 to Nov 2023
- UnemployedJan 2021 to Jun 2021
- TD Ameritrade Investment Management, LLCFeb 2018 to Jan 2021
- TD Ameritrade, Inc.Feb 2018 to Jan 2021
- Scottrade Investment ManagementMar 2017 to Feb 2018
- Scottrade, Inc.Apr 2010 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 5486821
- Firm CRD
- 107271