Ameriprise Financial Services
46yrs
Top advisor by experience in Rockford
19yrs
Adam Munger
Financial advisor at Savant Wealth Management
Adam Munger is a fiduciary financial advisor in Rockford, Illinois, with 19 years in the industry. After three years at Bridgeworth Wealth Management and three years at TD Ameritrade, Adam joined Savant Wealth Management in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Adam holds the CFP® designation.
One of 508 advisors with offices in Rockford, and one of 428 fiduciaries.
At a glance
Experience19 years (since 2008)
How that compares ?More experience than 66% of advisors at Savant Wealth Management
Office190 Buckley Drive, Rockford, IL 61107
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowSavant Wealth ManagementCurrent firm
- 2021 – 2024Bridgeworth Wealth ManagementPreviously
- 2018 – 2021TD Ameritrade, Inc.Previously
- 2018 – 2020TD Ameritrade Investment Management, LLCPreviously
- Mar 2017 – Feb 2018Scottrade Investment ManagementPreviously
Contact Adam
(815) 227-0300Savant Wealth Management main office 190 Buckley DriveRockford, IL 61107Office · Get directions X (Twitter) pageSavant Wealth Management
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Adam
Tailored to Adam’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Adam
How do I contact Adam?
Call Savant Wealth Management at (815) 227-0300 and ask for Adam Munger. Adam works from the Rockford, IL office.
How long has Adam been a financial advisor?
Adam has been in the industry since 2008, about 19 years. More experience than 66% of advisors at Savant Wealth Management.
What licenses does Adam hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Adam a fiduciary?
Adam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Adam paid?
Savant Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Adam 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.
Other advisors nearby
Osaic Wealth
45yrs
Top 1% by experience in Rockford
Wells Fargo Advisors
45yrs
Top 1% by experience in Rockford
Stifel, Nicolaus & Company
45yrs
Top 1% by experience in Rockford
Wells Fargo Advisors
44yrs
Top 1% by experience in Rockford
Osaic Wealth
44yrs
Top 1% by experience in Rockford