Stacy Renea Roggensack
Corporate Officer/Principal at Savant Capital LLC (Illinois)
Network origin in Stacy Renea Roggensack first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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, owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant offers investment management, financial planning, retirement planning, and family office services to financially established individuals, families, and businesses.
44
| Subsidiary | Investment Managers | 44 |
Rockford University
2
| College/University | Other Consumer Services | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Stacy Renea Roggensack via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin | |
| Wake Forest University | College/University | Undergraduate Degree | |
CC Services, Inc.
 CC Services, Inc. Multi-Line InsuranceFinance CC Services, Inc. provides insurance brokerage services. The firm offers term life, major medical, annuities, disability, long term care, health, and consultancy services to trades unions, individuals, and business marketplaces. The company was founded in 1925 and is headquartered in Bloomington, IL. | Multi-Line Insurance | Corporate Officer/Principal | |
| Calvin University | College/University | Undergraduate Degree | |
| Central College | College/University | Undergraduate Degree | |
| Eastern Illinois University | College/University | Undergraduate Degree | |
| Edgewood College | College/University | Masters Business Admin | |
| George Mason University | College/University | Undergraduate Degree | |
| Texas A&M University | College/University | Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree | |
| Lebanon Valley College | College/University | Masters Business Admin | |
| Loras College | College/University | Undergraduate Degree | |
| Marquette University | College/University | Undergraduate Degree Undergraduate Degree | |
| Mississippi State University | College/University | Undergraduate Degree | |
| Truman State University | College/University | Undergraduate Degree | |
| The University of Alabama | College/University | Masters Business Admin | |
| North Central College | College/University | Undergraduate Degree Undergraduate Degree | |
| Northern Illinois University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Shippensburg University of Pennsylvania | College/University | Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Iowa | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree | |
| The University of Montana | College/University | Masters Business Admin | |
| University of Phoenix | College/University | Undergraduate Degree | |
| Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of San Diego | College/University | Undergraduate Degree | |
| University of South Carolina | College/University | Graduate Degree | |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Foundation for Financial Planning | Director/Board Member | ||
Strategy&
 Strategy& Miscellaneous Commercial ServicesCommercial Services Strategy& engages in the provision of global management consulting services. It serves industries including aerospace and defense; health; oil and gas; technology; automotive; entertainment and media; power and utilities; telecommunications; and transportation. The company was founded in 1914 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| The American College of Financial Services | College/University | Graduate Degree Graduate Degree | |
Edward D. Jones & Co. LP (Investment Management)
 Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Investment Managers | Corporate Officer/Principal | |
Discovery Center Museum of Rockford, Inc.
 Discovery Center Museum of Rockford, Inc. Other Consumer ServicesConsumer Services Discovery Center Museum of Rockford, Inc. owns and operates children's science museum. The firm's exhibits relate to science, technology, engineering & math. The company was founded in 1981 and is headquartered in Rockford, IL. | Other Consumer Services | President | |
Cliffwater LLC
 Cliffwater LLC Investment ManagersFinance Cliffwater LLC is a SEC-registered investment advisor and holding firm headquartered in Marina del Rey, California. The firm was founded by Stephen L. Nesbitt in 2004 and serves as the investment adviser to corporate and public pension plans, endowments and foundations, financial institutions, investment advisers, other business entities, trusts, family offices, high net worth individuals and pooled investment vehicles. | Investment Managers | Director of Research - Equity | |
Evermay Wealth Management LLC
 Evermay Wealth Management LLC Investment ManagersFinance Evermay Wealth Management LLC is an independent registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 2008 by Will Pitt, Damon White and Biljana McKinley. Evermay provides investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net worth individuals, corporations, pension and profit-sharing plans, and trusts and estates. | Investment Managers | Portfolio Manager-Equities | |
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of Virginia Darden School of Business | College/University | Masters Business Admin Masters Business Admin | |
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. | Investment Managers | Chief Executive Officer Chief Operating Officer | |
| University of Illinois Springfield | College/University | Undergraduate Degree | |
Bridgeworth LLC
 Bridgeworth LLC Investment ManagersFinance Bridgeworth LLC (dba Bridgeworth Wealth Management) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded by David W. Harris and Henry B. Ware in 2008 as Bridgeworth Financial LLC. In 2023, they were acquired by Savant Wealth Management LLC, which is ultimately owned by SCMI, Inc. Bridgeworth provides comprehensive wealth management services to individuals, families and business owners. | Investment Managers | Investment Committee Member | |
| Harvard Business School | College/University | Masters Business Admin |
Statistics
International
| United States | 50 |
Sectoral
| Consumer Services | 32 |
| Finance | 15 |
| Commercial Services | 3 |
| Health Services | 2 |
Operational
| Undergraduate Degree | 43 |
| Portfolio Manager-Equities | 37 |
| Corporate Officer/Principal | 20 |
| Masters Business Admin | 12 |
| Analyst-Equity | 8 |
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