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KA

Kristin P. Atchison

Some features on this profile are disabled
CRD#: 6783160
KA

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kristin Palmer Atchison, who also goes by Kristin Atchison, Kristin Palmer Thompson, was a registered financial professional .

Kristin is a previously registered financial professional and started their career in finance in 2017. Kristin had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Kristin Atchison | Kristin Palmer Thompson

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

May 23, 2022 - January 16, 2024

SAVANT WEALTH MANAGEMENT

RIA
CRD#: 107271
ROCKFORD, IL
Past

August 9, 2019 - April 12, 2022

IHT WEALTH MANAGEMENT LLC

RIA
CRD#: 171481
CHICAGO, IL
Past

August 5, 2019 - April 27, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
CHICAGO, IL
Past

September 25, 2017 - October 18, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
CHICAGO, IL
Past

June 29, 2017 - October 18, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CHICAGO, 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".
SAVANT WEALTH MANAGEMENT
SAVANT WEALTH MANAGEMENT
BRIDGEWORTH WEALTH MANAGEMENT | SAVANT WEALTH MANAGEMENT | SAVANT UNIVERSITY WEALTH MANAGEMENT | SAVANT CAPITAL, LLC | SAVANT CAPITAL MANAGEMENT, INC. | SAVANT CAPITAL MANAGEMENT INC | SAVANT CAPITAL MANAGEMENT | SAVANT CAPITAL ADVISORS SAVANT CAPITAL ADVISORS LTD SCMI | FILBRANDT, THE UNIVERSITY DIVISION OF SAVANT WEALTH MANAGEMENT | D3 FINANCIAL COUNSELORS | CORRIGAN FINANCIAL

CRD#: 107271 / SEC#: 801-43144

RIA
Registered Investment Advisory firm - (1/22/1993 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/22/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/29/2017
General Securities Representative Examination

Current Firm

SAVANT WEALTH MANAGEMENT
SAVANT WEALTH MANAGEMENT
BRIDGEWORTH WEALTH MANAGEMENT | SAVANT WEALTH MANAGEMENT | SAVANT UNIVERSITY WEALTH MANAGEMENT | SAVANT CAPITAL, LLC | SAVANT CAPITAL MANAGEMENT, INC. | SAVANT CAPITAL MANAGEMENT INC | SAVANT CAPITAL MANAGEMENT | SAVANT CAPITAL ADVISORS SAVANT CAPITAL ADVISORS LTD SCMI | FILBRANDT, THE UNIVERSITY DIVISION OF SAVANT WEALTH MANAGEMENT | D3 FINANCIAL COUNSELORS | CORRIGAN FINANCIAL

CRD#: 107271 / SEC#: 801-43144

RIA
Registered Investment Advisory firm - (1/22/1993 Approved)
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Contact information

Main Address
190 Buckley Drive, Rockford, IL 61107
Mailing Address
Phone number
(815) 227-0300
Established
Firm type
Fiscal year end
# of Employees
565

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SAVANT WEALTH MANAGEMENT ADV PART 2A BROCHURE (1/15/2026)

Regulatory assets under management

Total Number of Accounts67,922
AUM (Assets Under Management)$ 38,128,452,802

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/25/2025
Cover Page
Report
10/25/2024
Cover Page
Report
09/21/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SAVANT WEALTH MANAGEMENT

SAVANT WEALTH MANAGEMENT

CRD#: 107271

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