Clinton James Seefeldt
Investment adviser representative at Savvy
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$5BFirm 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
- Seminars and workshops
Experience
12 years in the industry.
- The Leaders Group dba Simplicity InvestmentsDec 2025 to now
- SavvyNov 2025 to now
- Provider Wealth ManagementJun 2021 to now
- Commonwealth Financial NetworkMay 2024 to Nov 2025
- Lincoln Financial Advisors Corp.Jun 2021 to May 2024
- Provider's Wealth ManagementOct 2020 to Jun 2021
- Washington Avenue AdvisorsApr 2019 to May 2020
- Centennial GroupNov 2014 to Dec 2020
- Principal Life Insurance CoFeb 2014 to Jun 2021
- Princor Financial ServicesFeb 2014 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
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
- 6290143
- Firm CRD
- 318493