Bennett Joseph Wessley
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.
- Savant Wealth ManagementDec 2024 to now
- Savant Wealth ManagementMar 2023 to Nov 2024
- Acorn BeverageOct 2022 to Mar 2023
- Wealthspire AdvisorsJun 2022 to Aug 2022
- Struck and Irwin Paving, Inc.May 2020 to Aug 2022
- University of Wisconsin - WhitewaterSep 2019 to May 2023
- Monona Grove High SchoolSep 2016 to May 2019
- Maple Bluff Country ClubMay 2016 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7803129
- Firm CRD
- 107271