Michael Briscoe
Investment adviser representative at Savant Wealth Management
8 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
8 years in the industry.
- Savant Wealth ManagementMay 2023 to now
- Country Trust BankJan 2023 to May 2023
- Country Capital Management CompanyFeb 2021 to May 2023
- Country Trust BankFeb 2021 to Dec 2022
- Country Insurance AffiliatesDec 2020 to May 2023
- Metlife InsuranceJul 2019 to Nov 2020
- Hillcrest Family ServicesSep 2018 to May 2019
- University of DubuqueJan 2015 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
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
- 7324958
- Firm CRD
- 107271