Jacob Daniel Hauenstein
Investment adviser representative at Savant Wealth Management
11 yearsExperience
1 stateRegistered in
$55.6BFirm assets
33 yearsFirm in business
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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 ManagementMar 2025 to now
- UnemployedFeb 2025 to Mar 2025
- Epic SystemsJun 2023 to Feb 2025
- University of Wisconsin-madisonAug 2019 to Jun 2023
- UnemployedJun 2019 to Aug 2019
- St. Thomas More High SchoolAug 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 7494739
- Firm CRD
- 107271