Ameriprise Financial Services
46yrs
Top advisor by experience in Rockford
4yrs
Milo Olson has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Rockford, Illinois. After less than a year at Cuso Financial Services, Milo joined Savant Wealth Management in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 508 advisors with offices in Rockford, and one of 428 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowSavant Wealth ManagementCurrent firm
- Apr 2022 – Oct 2022Cuso Financial Services, L.P.Previously
Questions to ask Milo
Tailored to Milo’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
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About Milo
How do I contact Milo?
Call Savant Wealth Management at (815) 227-0300 and ask for Milo Olson. Milo works from the Rockford, IL office.
How long has Milo been a financial advisor?
Milo has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Milo hold?
Series 66. Tap any license on this page to see what it allows.
Is Milo a fiduciary?
Milo is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Milo paid?
Savant Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Milo 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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