Scott William Kaiser
Gestore di Portafoglio-Azioni presso Savant Capital LLC (Illinois)
Provenienza dei contatti di primo grado di Scott William Kaiser
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Savant Capital LLC (Illinois)
 Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant offers investment management, financial planning, retirement planning, and family office services to financially established individuals, families, and businesses.
50
| Subsidiary | Investment Managers | 50 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Scott William Kaiser tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin | |
| Wake Forest University | College/University | Undergraduate Degree | |
CC Services, Inc.
 CC Services, Inc. Multi-Line InsuranceFinance CC Services, Inc. provides insurance brokerage services. The firm offers term life, major medical, annuities, disability, long term care, health, and consultancy services to trades unions, individuals, and business marketplaces. The company was founded in 1925 and is headquartered in Bloomington, IL. | Multi-Line Insurance | Corporate Officer/Principal | |
| Augsburg College | College/University | Undergraduate Degree | |
| Calvin University | College/University | Undergraduate Degree | |
| Central College | College/University | Undergraduate Degree | |
| Eastern Illinois University | College/University | Undergraduate Degree | |
| Edgewood College | College/University | Masters Business Admin | |
| George Mason University | College/University | Undergraduate Degree | |
| Texas A&M University | College/University | Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree | |
| Knox College | College/University | Undergraduate Degree | |
| Lebanon Valley College | College/University | Masters Business Admin | |
| Marquette University | College/University | Undergraduate Degree Undergraduate Degree | |
| Mississippi State University | College/University | Undergraduate Degree | |
| Truman State University | College/University | Undergraduate Degree | |
| The University of Alabama | College/University | Masters Business Admin | |
| North Central College | College/University | Undergraduate Degree Undergraduate Degree | |
| Northern Illinois University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Rockford University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Shippensburg University of Pennsylvania | College/University | Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Iowa | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree | |
| University of Phoenix | College/University | Undergraduate Degree | |
| Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of South Carolina | College/University | Graduate Degree | |
Busey Bank (Champaign, Illinois)
 Busey Bank (Champaign, Illinois) Regional BanksFinance Part of First Busey Corp., Busey Bank is a state chartered commercial bank. The company is based in Champaign, IL. Van A. Dukeman has been the CEO of the company since 2009. | Regional Banks | Corporate Officer/Principal | |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Foundation for Financial Planning | Director/Board Member | ||
CIBM Bank
 CIBM Bank Regional BanksFinance CIBM Bank operates as a state chartered commercial bank. It offers personal, business banking and treasury management services and products. The company was founded in 1921 and is headquartered in Champaign, IL. | Regional Banks | President | |
Strategy&
 Strategy& Miscellaneous Commercial ServicesCommercial Services Strategy& engages in the provision of global management consulting services. It serves industries including aerospace and defense; health; oil and gas; technology; automotive; entertainment and media; power and utilities; telecommunications; and transportation. The company was founded in 1914 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| The American College of Financial Services | College/University | Graduate Degree Graduate Degree | |
Edward D. Jones & Co. LP (Investment Management)
 Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Investment Managers | Corporate Officer/Principal | |
Cliffwater LLC
 Cliffwater LLC Investment ManagersFinance Cliffwater LLC is a SEC-registered investment advisor and holding firm headquartered in Marina del Rey, California. The firm was founded by Stephen L. Nesbitt in 2004 and serves as the investment adviser to corporate and public pension plans, endowments and foundations, financial institutions, investment advisers, other business entities, trusts, family offices, high net worth individuals and pooled investment vehicles. | Investment Managers | Director of Research - Equity | |
| University of Virginia Darden School of Business | College/University | Masters Business Admin Masters Business Admin | |
Savant Wealth Management LLC
 Savant Wealth Management LLC Investment ManagersFinance Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then. | Investment Managers | Chief Executive Officer Chief Operating Officer | |
| Holy Cross College (United Kingdom) | College/University | Undergraduate Degree | |
| University of Illinois Springfield | College/University | Undergraduate Degree | |
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal | |
Bridgeworth LLC
 Bridgeworth LLC Investment ManagersFinance Bridgeworth LLC (dba Bridgeworth Wealth Management) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded by David W. Harris and Henry B. Ware in 2008 as Bridgeworth Financial LLC. In 2023, they were acquired by Savant Wealth Management LLC, which is ultimately owned by SCMI, Inc. Bridgeworth provides comprehensive wealth management services to individuals, families and business owners. | Investment Managers | Investment Committee Member | |
| National Association of Personal Financial Advisors | Director/Board Member | ||
| Harvard Business School | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
| Stati Uniti | 47 |
| Regno Unito | 2 |
Settori
| Consumer Services | 32 |
| Finance | 13 |
| Commercial Services | 3 |
Posizioni
| Undergraduate Degree | 47 |
| Portfolio Manager-Equities | 37 |
| Corporate Officer/Principal | 24 |
| Masters Business Admin | 13 |
| Analyst-Equity | 8 |
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