Kelli Nicole Kowalchuk
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 ManagementApr 2026 to now
- LululemonApr 2023 to now
- Exencial Wealth Advisors, LLCJul 2025 to Mar 2026
- Progressive InsuranceMar 2025 to Jul 2025
- Animal Focus VetJun 2022 to Dec 2022
- University of NevadaAug 2020 to May 2024
- PetlandJan 2020 to Jun 2021
- Cowabunga BayMar 2019 to Aug 2019
- Coronado High SchoolAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8243415
- Firm CRD
- 107271