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Andreas Frank Shick

Investment adviser representative at Savant Wealth Management
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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.

  1. Savant Wealth ManagementMar 2026 to now
  2. Grand Capital Advisors, LLCJul 2020 to Feb 2026
  3. Self-employedJan 2019 to Jul 2020
  4. Centurion Medical ProductsSep 2016 to Jan 2019

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (MI).

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
7277776
Firm CRD
107271
Advisor's SEC record (opens in a new tab)
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