Casey Alan Christianson
Investment adviser representative at Savant Wealth Management
4 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$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
4 years in the industry.
- Savant Wealth ManagementJul 2020 to now
- Savant Capital ManagementJun 2020 to Jul 2020
- Savant Capital ManagementSep 2018 to May 2020
- Peoples Exchange BankOct 2017 to Aug 2018
- UnemployedOct 2016 to Oct 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6989361
- Firm CRD
- 107271