Stephanie Riesner Gumm
Investment adviser representative at Savvy
15 yearsExperience
2 statesRegistered in
$5BFirm assets
4 yearsFirm in business
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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
- Seminars and workshops
Experience
15 years in the industry.
- SavvyOct 2025 to now
- Horizon Advisory GroupAug 2021 to now
- Commonwealth Financial NetworkAug 2021 to Oct 2025
- MML Investors ServicesJul 2018 to Aug 2021
- MassmutualOct 2017 to Aug 2021
- Mutual of Omaha Investor Services, IncNov 2012 to Nov 2017
- Mutual of OmahaJan 2011 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Savvy
Legal name: Savvy Advisors, Inc.
$5BAssets managed
4,613Clients
209Advisers
4 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
- 6140496
- Firm CRD
- 318493