Financial advisor
DAVID WILLIAM BREGGER
At Savant Wealth Management · Oklahoma City, OK
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Exencial Wealth Advisors | Exencial | Savant Wealth Management | Acquisition | March 30, 2026 | $6.0B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| SAVANT WEALTH MANAGEMENT | Investment adviser | April 3, 2026 | Current |
| EXENCIAL WEALTH ADVISORS | Investment adviser | November 14, 2023 | April 30, 2026 |
| AMERITAS ADVISORY SERVICES, LLC | Investment adviser | November 1, 2021 | November 21, 2023 |
| AMERITAS ADVISORY SERVICES | Investment adviser | September 27, 2021 | November 1, 2021 |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Investment adviser | March 28, 2005 | October 13, 2021 |
| CAMBRIDGE INVESTMENT RESERARCH, INC. | Investment adviser | May 14, 2002 | March 28, 2005 |
| CAMBRIDGE INVESTMENT RESEARCH, INC. | Broker-dealer | May 14, 2002 | September 30, 2016 |
| LINCOLN FINANCIAL ADVISORS CORPORATION | Broker-dealer | March 3, 1995 | May 14, 2002 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Broker-dealer | March 3, 1995 | May 14, 2002 |
| COPELAND EQUITIES, INC. | Broker-dealer | September 20, 1984 | February 21, 1995 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.