Milo Boyd Olson
Investment Adviser Representative at Savant Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Milo Boyd Olson is an investment adviser representative with Savant Wealth Management in Rockford, IL, where they have been registered since 2023. They have worked in the securities industry since 2022 and were previously registered with CUSO Financial Services, L.P. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Illinois and Vermont.
Office
Advisors at this office: 50
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Illinois, Vermont
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- CUSO Financial Services, LPJun 2021 – Oct 2022San Diego, CA
- NefcuMay 2019 – May 2021Williston, VT
- L.L.BeanNov 2018 – May 2019Burlington, VT
- YMCAFeb 2017 – Nov 2018Burlington, VT
- Suburban SportsMar 2016 – Aug 2017Berlin, CT
- StudentSep 2017 – Jun 2021Burlington, VT
- StudentAug 2012 – Sep 2017West Hartford, CT
- Savant Wealth ManagementOct 2022 – Jun 2024Rockford, IL
- Savant Wealth ManagementJul 2024 – Jun 2025Rockford, IL
- Savant Wealth ManagementJun 2025 – no end date reportedRockford, IL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Savant Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $300,000
- First $3,000,0000.70%
- Next $2,000,0000.60%
- Next $5,000,0000.50%
- Next $10,000,0000.35%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 398
- Offices listed on AdvisorFinder:
- 43
- Main office:
- Rockford, IL
- SEC file number:
- 801-43144
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 30, 2026
View full firm profileOther advisors at Savant Wealth Management
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Milo Boyd Olson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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