John Lawrence Kalousek
Investment adviser representative at Savant Wealth Management
11 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
11 years in the industry.
- Savant Wealth ManagementDec 2023 to now
- Bridgeworth Wealth ManagementFeb 2022 to Nov 2023
- First Horizon Advisors, Inc.Jul 2020 to Feb 2022
- Iberia Wealth AdvisorsJan 2015 to Jul 2020
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 7287301
- Firm CRD
- 107271