LC
Lisa D. Cameron
SAVANT INVESTMENT ADVISERS
Homewood, IL 60430
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CRD#: 4845711
LC
Professional summary
Lisa Dianne Cameron, CFP®, who also goes by Lisa Dianne Savant, is a registered financial advisor currently at SAVANT INVESTMENT ADVISERS, INC. located in Homewood, Illinois and OSAIC WEALTH, INC. located in Palos Heights, Illinois.
Lisa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Lisa has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lisa Dianne Savant
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. LISA D. CAMERON, CPA POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 09/01/1998 ADDRESS: 24926 S. Woodland Dr., Crete IL 60417, United States DESCRIPTION: Prepare income taxes 2. RESULTS NOW, INC. POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 02/06/1995 ADDRESS: 18257 Martin Ave., Homewood IL 60430, United States DESCRIPTION: I am secretary of this corporation and own 17% of the business. The business provides consulting for currently and previously owned businesses of the Savant Family. 3. SAVANT & ASSOCIATES, INC. POSITION: Statutory Agent - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2004 ADDRESS: 18257 Martin Ave, Homewood IL 60430, United States DESCRIPTION: Sell appropriate insurance 4. SAVANT INVESTMENT ADVISERS, INC. POSITION: Registered Investment Advisor NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 110 START DATE: 08/01/2004 ADDRESS: 18257 Martin Ave, Homewood IL 60430, United States DESCRIPTION: Manage Clients and accounts 5. MORAINE VALLEY COMMUNITY COLLEGE POSITION: Adjunct Faculty NATURE: Community College INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/09/2023 ADDRESS: 9000 W College Pkwy, Palos Hills IL 60465, United States DESCRIPTION: Instruct classes 6. NOT OPERATED AS A BUSINESS, UNDER MY NAME LISA D CAMERON POSITION: Notary NATURE: Not structured as a business INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/03/1996 ADDRESS: 24926 S Woodland Dr., Crete IL 60417, United States DESCRIPTION: Notarize documents on an as needed basis. This is not an advertised service. 7. 18257 MARTIN AVE., LLC POSITION: Member NATURE: The structure is LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2024 ADDRESS: 18257 Martin Ave, Homewood IL 60430, United States DESCRIPTION: My husband, Michael Saurer, and I purchased a house for our office. The business pays us rent. We formed the LLC to hold the building
CRS (Client Relationship Summary) - RIA
Click below to view Lisa Dianne Cameron's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2009
Experience
Current
February 24, 2006 - Present
SAVANT INVESTMENT ADVISERS, INC.
Office #1: 18257 Martin Avenue, Homewood, IL 60430RIA
CRD#: 121794
Homewood, IL
Current
January 1, 2005 - Present
OSAIC WEALTH, INC.
Office #1: 11759 Southwest Highway, Palos Heights, IL 60463Office #2: 18257 Martin Avenue, Homewood, IL 60430RIA
BD
CRD#: 23131
Palos Heights, IL
Past
September 15, 2020 - August 6, 2021
OSAIC WEALTH, INC.
RIA
CRD#: 23131
HOMEWOOD, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SI
SAVANT INVESTMENT ADVISERS, INC.
SAVANT INVESTMENT ADVISERS, INC.
CRD#: 121794 / SEC#: 801-123400
RIA
Registered Investment Advisory firm - (3/10/2022 Approved)Florida
Registered Investment Advisory firm - (12/12/2007 Terminated)Illinois
Registered Investment Advisory firm - (3/11/2022 Terminated)Indiana
Registered Investment Advisory firm - (3/14/2022 Terminated)Texas
Registered Investment Advisory firm - (3/11/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/2/2011)
RR
Alaska(5/3/2021)
RR
Arizona(9/2/2011)
RR
California(9/2/2011)
RR
Colorado(5/30/2014)
RR
Florida(1/1/2005)
RR
Georgia(3/9/2012)
RR
Illinois(1/7/2005)
IAR
Illinois(2/24/2006)
RR
Indiana(1/7/2005)
RR
Kentucky(1/2/2013)
RR
Louisiana(5/13/2022)
RR
Maine(9/2/2011)
RR
Maryland(3/9/2012)
RR
Michigan(9/2/2011)
RR
Minnesota(9/15/2020)
RR
Mississippi(4/27/2021)
RR
Missouri(1/27/2020)
RR
Nevada(9/15/2020)
RR
New Jersey(9/2/2011)
RR
New York(7/21/2014)
RR
North Carolina(4/20/2020)
RR
North Dakota(7/14/2022)
RR
Ohio(9/1/2022)
RR
Oregon(11/14/2016)
RR
Pennsylvania(10/3/2011)
RR
South Carolina(7/9/2021)
RR
Tennessee(10/3/2011)
RR
Texas(9/9/2014)
IAR
Texas(11/22/2016)
RR
Virginia(9/2/2011)
RR
West Virginia(9/28/2023)
RR
Wisconsin(9/11/2013)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SI
SAVANT INVESTMENT ADVISERS, INC.
SAVANT INVESTMENT ADVISERS, INC.
CRD#: 121794 / SEC#: 801-123400
RIA
Registered Investment Advisory firm - (3/10/2022 Approved)Florida
Registered Investment Advisory firm - (12/12/2007 Terminated)Illinois
Registered Investment Advisory firm - (3/11/2022 Terminated)Indiana
Registered Investment Advisory firm - (3/14/2022 Terminated)Texas
Registered Investment Advisory firm - (3/11/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
18257 Martin Avenue, Homewood, IL 60430
Mailing Address
Phone number
(708) 799-7477
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 442 |
| AUM (Assets Under Management) | $ 144,045,402 |
Red Flags
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Company Information
SAVANT INVESTMENT ADVISERS, INC.
CRD#: 121794Homewood, IL 60430TRUST BUT VERIFY
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