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Amanda Lynne Parsons

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 ManagementSep 2025 to now
  2. Prairieview PartnersJan 2022 to Aug 2025
  3. Christianson PllpJun 2021 to Dec 2021
  4. Md Financial / Vestment FinancialJun 2020 to Jun 2021
  5. AltecMay 2018 to Jun 2020
  6. Northern WholesaleMay 2017 to Aug 2017
  7. N/aAug 2016 to Jun 2020

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020

State registrations

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

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
7294346
Firm CRD
107271
Advisor's SEC record (opens in a new tab)
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