Collin Swantz
Investment adviser representative at Savant Wealth Management
10 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
10 years in the industry.
- Savant Wealth ManagementMay 2025 to now
- Chick-fil-aFeb 2025 to Apr 2025
- StudentAug 2024 to Feb 2025
- Greatamerica Financial ServicesMay 2024 to Aug 2024
- StudentJan 2024 to May 2024
- Elite Stone FabricationsDec 2023 to Jan 2024
- StudentAug 2023 to Dec 2023
- Savant Wealth ManagementMay 2023 to Aug 2023
- Pizza RanchJan 2023 to Apr 2023
- StudentAug 2022 to Jan 2023
- World Trend FinancialMay 2022 to Aug 2022
- StudentAug 2021 to May 2022
- Whitey's Bar and GrillDec 2019 to Aug 2021
- UnemployedJan 2015 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 7565814
- Firm CRD
- 107271