Isabelle Mae Lance
Investment adviser representative at Savant Wealth Management
11 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
11 years in the industry.
- Savant Wealth ManagementJan 2025 to now
- Savant Wealth ManagementMay 2023 to Dec 2024
- Illinois State UniversityAug 2022 to May 2023
- Panera BreadMay 2022 to Aug 2022
- Illinois State UniversityAug 2021 to May 2022
- Panera BreadMay 2021 to Aug 2021
- Illinois State UniversityAug 2020 to May 2021
- Panera BreadMay 2020 to Aug 2020
- Illinois State UniversityAug 2019 to May 2020
- Panera BreadApr 2018 to Aug 2019
- Dunlap High SchoolAug 2015 to Apr 2018
Designations
- CFP® certification
Exams passed
- 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
- 7803499
- Firm CRD
- 107271