Brent Brodeski
Chief Executive Officer at Savant Capital LLC (Illinois)
Profile
Mr. Brent R.
Brodeski, CFA MBA, is a CEO, Founder & Financial Advisor at Savant Capital LLC (Illinois), a Chief Executive Officer at Savant Wealth Management LLC and a President at SCMI, Inc. He is on the Board of Directors at Maestro Financial Solutions LLC and Lumiant Pty Ltd.
He is the CEO and founder of Savant.
He has been involved in the financial services industry since 1988.
He is a co-founder and past president of Zero Alpha Group (ZAG), an industry association.
He is also a co-founder of the Alliance for RIAs (aRIA), a prestigious industry group.
He was a long-term participant in Vistage (previously known as TEC) and The Strategic Coach.
He earned a bachelor of science degree in finance and economics and a master’s degree in business administration with an emphasis in accounting from NIU.
Brent Brodeski active positions
Companies | Position | Start |
---|---|---|
Savant Capital LLC (Illinois)
Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, which is owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant provides comprehensive financial advice and services to individuals, families, and businesses across the nation. | Chief Executive Officer | 1985-12-31 |
SCMI, Inc.
SCMI, Inc. Engineering & ConstructionIndustrial Services SCMI, Inc. provides investment advisory services. The company is headquartered in Rockford, IL. | President | - |
Savant Wealth Management LLC
Savant Wealth Management LLC Investment ManagersFinance Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then. | Chief Executive Officer | 1985-12-31 |
Maestro Financial Solutions LLC
Maestro Financial Solutions LLC Investment ManagersFinance Maestro Financial Solutions LLC provides administrative family office financial support and accounting services exclusively to ultra-high net worth clients with complex holdings, multi-generational investments, and teams of in-house and external family-office advisors. The company is based in Stamford, CT. The company delivers bespoke, independent financial and family governance solutions to clients. Maestro helps simplify the lives of its clients with highly specialized, administrative family office services delivering analysis and insights. The company was founded by Chris McLaughlin. The CEO is Amjed Saffarini. | Director/Board Member | - |
Lumiant Pty Ltd.
Lumiant Pty Ltd. Packaged SoftwareTechnology Services Lumiant Pty Ltd. is a cloud-based advice and client engagement platform that connects clients and their advisors around their lives, values, and finances. The company is based in Sydney, AU. The platform helps clients make better choices and live their best lives confidently. Lumiant removes key person dependency through its software-supported advice process, creating a memorable, measurable, and repeatable process that anyone can deliver. and has subsidiaries in the United States. Lumiant was founded by Santiago Burridge and Chris Dadej, and Santiago Burridge has been the CEO since incorporation. | Director/Board Member | - |
Former positions of Brent Brodeski
Companies | Position | End |
---|---|---|
Vistage International, Inc.
Vistage International, Inc. Personnel ServicesCommercial Services Vistage International, Inc. engages in the provision of human resources consulting services. It offers executive leadership programs and business coaching to chief executives and business leaders. It also provides chief executive leadership, small business training, key executive coaching, trusted advisor executive, and inside leadership development programs. The company was founded in 1957 and is headquartered in San Diego, CA. | Corporate Officer/Principal | - |
Illinois Certified Public Accountants Society
Illinois Certified Public Accountants Society Miscellaneous Commercial ServicesCommercial Services The Illinois Certified Public Accountants Society operates a professional association of certified public accountants. The private company is based in Illinois. Todd Shapiro has been the CEO of the American company since 1998. | President | - |
Training of Brent Brodeski
Northern Illinois University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 7 |
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Savant Capital LLC (Illinois)
Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, which is owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant provides comprehensive financial advice and services to individuals, families, and businesses across the nation. | Finance |
Illinois Certified Public Accountants Society
Illinois Certified Public Accountants Society Miscellaneous Commercial ServicesCommercial Services The Illinois Certified Public Accountants Society operates a professional association of certified public accountants. The private company is based in Illinois. Todd Shapiro has been the CEO of the American company since 1998. | Commercial Services |
Vistage International, Inc.
Vistage International, Inc. Personnel ServicesCommercial Services Vistage International, Inc. engages in the provision of human resources consulting services. It offers executive leadership programs and business coaching to chief executives and business leaders. It also provides chief executive leadership, small business training, key executive coaching, trusted advisor executive, and inside leadership development programs. The company was founded in 1957 and is headquartered in San Diego, CA. | Commercial Services |
SCMI, Inc.
SCMI, Inc. Engineering & ConstructionIndustrial Services SCMI, Inc. provides investment advisory services. The company is headquartered in Rockford, IL. | Industrial Services |
Savant Wealth Management LLC
Savant Wealth Management LLC Investment ManagersFinance Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then. | Finance |
Maestro Financial Solutions LLC
Maestro Financial Solutions LLC Investment ManagersFinance Maestro Financial Solutions LLC provides administrative family office financial support and accounting services exclusively to ultra-high net worth clients with complex holdings, multi-generational investments, and teams of in-house and external family-office advisors. The company is based in Stamford, CT. The company delivers bespoke, independent financial and family governance solutions to clients. Maestro helps simplify the lives of its clients with highly specialized, administrative family office services delivering analysis and insights. The company was founded by Chris McLaughlin. The CEO is Amjed Saffarini. | Finance |
Lumiant Pty Ltd.
Lumiant Pty Ltd. Packaged SoftwareTechnology Services Lumiant Pty Ltd. is a cloud-based advice and client engagement platform that connects clients and their advisors around their lives, values, and finances. The company is based in Sydney, AU. The platform helps clients make better choices and live their best lives confidently. Lumiant removes key person dependency through its software-supported advice process, creating a memorable, measurable, and repeatable process that anyone can deliver. and has subsidiaries in the United States. Lumiant was founded by Santiago Burridge and Chris Dadej, and Santiago Burridge has been the CEO since incorporation. | Technology Services |
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