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Scott William Kaiser
Portefeuillebeheerder-Aandelen bij Savant Capital LLC (Illinois)
Profiel
Mr. Scott W.
Kaiser is a Financial Advisor at Savant Capital LLC (Illinois) and a President & Director at Discovery Center Museum of Rockford, Inc. He began his career with Savant as director of human capital and administrative services.
He is a member of the Advisory Council, an internal panel that provides input on ways to improve the client experience.
He is responsible for managing all aspects of the financial planning and investment processes for Savant’s clients.
He routinely meets with clients, advisors, portfolio managers, and planners to determine and coordinate effective planning, investment, and tax strategies.
He spends a good portion of his time assisting business owners, including farm owners, in addressing their unique needs.
He has been involved in the financial services industry since 1999.
Prior to joining Savant, Mr. Kaiser gained valuable experience in team building and communication strategies while holding management positions in both the public and private sectors.
He earned a Bachelor of Science degree in Business Administration with an emphasis in Finance from Rockford University.
He is a Certified Financial Planner professional, Accredited Investment Fiduciary, and a Chartered Retirement Plan Specialist.
Actieve functies van Scott William Kaiser
Bedrijven | Functie | Begin |
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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. | Portefeuillebeheerder-Aandelen | 01-01-2019 |
Eerdere bekende functies van Scott William Kaiser
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Discovery Center Museum of Rockford, Inc.
![]() Discovery Center Museum of Rockford, Inc. Other Consumer ServicesConsumer Services Discovery Center Museum of Rockford, Inc. owns and operates children's science museum. The firm's exhibits relate to science, technology, engineering & math. The company was founded in 1981 and is headquartered in Rockford, IL. | President | - |
Opleiding van Scott William Kaiser
Rockford University | Undergraduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
Bedrijven in privébezit | 2 |
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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. | Finance |
Discovery Center Museum of Rockford, Inc.
![]() Discovery Center Museum of Rockford, Inc. Other Consumer ServicesConsumer Services Discovery Center Museum of Rockford, Inc. owns and operates children's science museum. The firm's exhibits relate to science, technology, engineering & math. The company was founded in 1981 and is headquartered in Rockford, IL. | Consumer Services |