Joshua John Podczervinski
Investment adviser representative at Savant Wealth Management
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$55.6BFirm assets
Are you Joshua John Podczervinski? 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 ManagementFeb 2023 to now
- Joshua J. Podczervinski, Cpa, PcJan 2021 to now
- Capital Directions, LLCOct 2018 to Feb 2023
- Siok, Podczervinski, Williams and AssociatesDec 2012 to Sep 2018
- Wealthguard Advisory Group, LLCNov 2010 to Oct 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (GA, NC).
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
- 5811713
- Firm CRD
- 107271