Financial advisor
CRAIG MATTHEW WEZENSKI
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 17, 2026 | Current |
| EXENCIAL WEALTH ADVISORS | Investment adviser | June 9, 2020 | April 30, 2026 |
| WILLINGDON WEALTH MANAGEMENT LLC | Investment adviser | March 29, 2016 | July 10, 2020 |
| FISHER INVESTMENTS | Investment adviser | June 9, 2014 | April 28, 2016 |
| STRATEGIC ADVISERS, INC. | Investment adviser | February 14, 2007 | June 4, 2014 |
| FIDELITY BROKERAGE SERVICES LLC | Broker-dealer | January 9, 2007 | June 2, 2014 |
| H&R BLOCK FINANCIAL ADVISORS, INC. | Investment adviser | July 9, 2003 | December 19, 2006 |
| RSM MCGLADREY, INC. | Investment adviser | March 6, 2003 | July 9, 2003 |
| H&R BLOCK FINANCIAL ADVISORS, INC. | Broker-dealer | June 1, 1998 | December 19, 2006 |
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.