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Kayl Joshua Reiter

Investment adviser representative at Savant Wealth Management
12 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

12 years in the industry.

  1. Savant Wealth ManagementApr 2026 to now
  2. Savant Wealth ManagmentApr 2026 to now
  3. Exencial Wealth AdvisorsSep 2024 to Mar 2026
  4. Forvis MazarsSep 2021 to Sep 2024
  5. Not ApplicableMay 2021 to Sep 2021
  6. Love's Travel StopsJun 2020 to Jan 2021
  7. Blusource School SuppliesMay 2019 to Dec 2019
  8. American FidelitySep 2018 to Dec 2018
  9. Oklahoma Christian UniversityJun 2017 to May 2021
  10. Oklahoma Christian Academy High SchoolAug 2014 to May 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (OK).

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
8025530
Firm CRD
107271
Advisor's SEC record (opens in a new tab)
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