advisors

Brian P. Conroy AIF®, CFP®, CRPS®, Financial Advisor, Manager of Advisory and Business Development Savant Capital Management

1430 1797 W. State Street, Suite C,
Geneva, IL 60134
200 South Wacker Drive, Suite 3100,
Chicago, IL 60605

bconroy@savantcapital.com www.savantcapital.com 866.489.0500

Brian Conroy manages Savant’s Chicago and suburban Chicago offices, working with families to formulate and coordinate effective planning, investment and tax strategies. He has been involved in the financial services industry since 1993. Brian has trained advisors, registered investment representatives and insurance agents, and founded a fee-only financial planning firm based in Schaumburg, Ill. He has taught financial planning courses for the Northwestern University CERTIFIED FINANCIAL PLANNERTM Certification Education Program. He earned a bachelor of arts degree from North Central College, completed DePaul University’s certificate program in financial planning and is a CERTIFIED FINANCIAL PLANNERTM professional, a chartered retirement plans specialist (CRPS®) and an accredited investment fiduciary (AIF). Contact Brian to help you work toward building your ideal future.

At a Glance

Primary Custodians for Investor Assets

TD Ameritrade, Charles Schwab

Compensation Method

Asset-based and fixed fees (planning services); asset-based fees (investment services)

Financial Services Experience

23 years

Locations

Illinois: Rockford (headquarters), Chicago, Freeport, Geneva, Hoffman Estates, Naperville, Peoria, Sterling, Willmette; Wisconsin: Madison and Park Falls; Virginia: McLean

Association Member Financial Planning Association
Assets Under Management $4.2 billion
Minimum Fee for Service None
professional services provided
  • Planning and investment-advisory services

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