Scott Demler, CFP(R)

Scott Demler, CFP(R)

Outside Sales

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location of Scott Demler, CFP(R)Rockford, Illinois, United States

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  • Timeline

  • About me

    Financial Advisor in Rockford, Illinois sdemler@savantcapital.com

  • Education

    • Boylan Central Catholic High School

      1981 - 1985
      Rockford, Illinois

      Activités et associations :Boylan Alumni Board of Directors

    • Northern Illinois University - College of Business

      -
      DeKalb, Illinois

      B.S., MarketingAdvanced Professional Sales Program

  • Experience

    • Carpet One Flooring Center

      Jan 1996 - Jan 2007
      Outside Sales
    • Edward Jones

      Jan 2007 - Mar 2011
      Financial Advisor

      Attained Series 7, 66, and Insurance Licenses.Successful completion of the "Super Goodknight" Program.Established a new Edward Jones Location as a Financial Advisor in Loves Park, IL.I entered the financial services industry in 2007, just before the onset of "The Great Recession". Becoming a financial advisor during this trying time period was challenging and yet rewarding at the same time. The training that I recieved as a new financial advisor at that time was invaluable. During that time I worked hard to help clients make good financial decisions regarding their curent situation rather than emotional decisions regarding the current state of the stock market. Voir moins

    • Savant Capital Management

      Mar 2011 - now
      Financial Advisor in Rockford IL 815-227-0300

      As a financial advisor and a member of the Advisory Team, I am responsible for managing all aspects of the financial planning and investment processes for clients. I routinely meet with clients, advisors, portfolio managers, and planners to determine and coordinate effective planning, investment, and tax strategies.Savant Capital Management is a Registered Investment Advisor. Please contact Savant to find out if they are qualified to provide investment advisory services in the state where you reside. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage Savant’s services and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. To obtain a copy of Savant's disclosure brochure, which contains important information on services, fees, investment methodology, conflicts of interest and related information, please visit www.adviserinfo.sec.gov or contact us at Savant Capital Management, 190 Buckley Drive, Rockford, IL 61107 Voir moins

  • Licenses & Certifications

    • Series 66 licensed