Saxony Capital Management
40yrs
Top advisor by experience in Lincolnshire
27yrs
Patrick OSullivan
Full name on record: Patrick Thomas OSullivan
Financial advisor at Savant Wealth Management
Based in Lincolnshire, Illinois, Patrick OSullivan is a fiduciary financial advisor with 27 years of industry experience. Patrick has been with Savant Wealth Management since 2024; before that, Patrick spent a year at Calamos Advisors and 12 years at Nuveen Asset Management. Savant Wealth Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 47 advisors with offices in Lincolnshire, and one of 38 fiduciaries.
At a glance
Experience27 years (since 2000)
How that compares ?Top 17% by experience at Savant Wealth Management
Office475 Half Day Road Suite 210, Lincolnshire, IL 60069
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.11 million
Advisors at the firm403
States licensed ?1 state
Services through Savant Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowSavant Wealth ManagementCurrent firm
- May 2023 – Feb 2024Calamos Advisors LLCPreviously
- 2011 – 2023Nuveen Asset Management, LLCPreviously
- 2005 – 2011Nuveen Fund Advisors, LLCPreviously
Contact Patrick
Local office(847) 541-6888Ask for Patrick. (815) 227-0300Main office · Rockford, IL 475 Half Day Road Suite 210Lincolnshire, IL 60069Office · Get directions X (Twitter) pageSavant Wealth Management
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Patrick’s local office at (847) 541-6888 or the Savant Wealth Management main office at (815) 227-0300, and ask for Patrick OSullivan.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2000, about 27 years. Top 17% by experience at Savant Wealth Management.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Savant Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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