Joshua
Podczervinski

Savant Wealth Management

CRD#5811713
Investment Advisor
in Rockford, IL

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About this Advisor

Joshua Podczervinski is a certified financial planner based in Rockford, Illinois. Podczervinski works at Savant Wealth Management. Throughout their career, they have worked at Wealthguard Advisory Group, LLC, Capital Directions, LLC, Siok, Podczervinski, Williams And Associates, Savant Wealth Management and Joshua J. Podczervinski, Cpa, Pc. Podczervinski can serve investors in North Carolina. Savant Wealth Management is an advisory business based out of Rockford, IL. The company has offices in 25 locations and a total of 333 financial advisors. It manages $13 billion in assets across its 9,662 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 147 charities and foundations. Of its 9,662 client accounts, 35% are associated with high-net-worth clients who have at least $1 million in assets. The advisory firm offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules largely depend on the services. Fee types charged by Savant Wealth Management can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

190 Buckley Drive
Rockford, IL 61107

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Savant Wealth Management Brokerage Details

Total Assets Under Management

$13,426,997,985

IL Average: $6,674,516,078
Total Number of Employees

333

IL Average: 44
Total Number of Accounts

9,662

IL Average: 2,564
Average Account Size

$1,389,671

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Joshua Podczervinski Work History

Joshua has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Savant Wealth Management

2021 - Present (3 years)

Joshua J. Podczervinski, Cpa, Pc

2020 - 2023 (3 years)

Capital Directions, LLC

2018 - 2020 (2 years)

Capital Directions, LLC

2012 - 2018 (6 years)

Siok, Podczervinski, Williams And Associates

2010 - 2018 (8 years)

Wealthguard Advisory Group, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joshua Podczervinski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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