Michelle Pham Tran
Investment adviser representative at Savant Wealth Management
10 yearsExperience
1 stateRegistered in
CFADesignation
$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
10 years in the industry.
- Savant Wealth ManagementMay 2026 to now
- North Ridge Wealth Advisors, IncMar 2025 to Apr 2026
- Osaic Wealth, Inc.Jun 2024 to Mar 2025
- Securities America AdvisorsJul 2022 to Jun 2024
- Securities America, Inc.Jul 2022 to Jun 2024
- Principal Life Insurance CompanyJan 2022 to Jun 2022
- Principal Securities IncJan 2022 to Jun 2022
- True North Retirement AdvisorsAug 2020 to Nov 2021
- Oneriver Financial (cleared Through LPL)Jun 2016 to Jul 2020
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 6652706
- Firm CRD
- 107271