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Robert James Kemp

Investment Adviser Representative at Savant Wealth Management

Fullerton, CACRD #1854250Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
38 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Robert James Kemp is an investment adviser representative with Savant Wealth Management in Fullerton, CA, where they have been registered since 2024. They have worked in the securities industry since 1988 and have been registered with 4 firms, including KEMP Financial Management, LLC and AIG Financial Advisors, Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in California.

Office

2286 N. State College Blvd.
Fullerton, CA 92831

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/10/2002
Series 63
Uniform Securities Agent State Law Examination
Passed 3/8/1994
SIE
Securities Industry Essentials Examination
Passed 10/3/2017
Series 7
General Securities Representative Examination
Passed 7/16/1988
Series 24
General Securities Principal Examination
Passed 5/29/1991

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Savant Wealth ManagementCurrent
10/1/2024 – Fullerton, CA
KEMP Financial Management, LLC
11/7/1996 – 10/4/2024Fullerton, CA
AIG Financial Advisors, Inc.
10/31/2005 – 9/11/2006Fullerton, CA
Sentra Securities Corp
11/30/1998 – 10/31/2005Placentia, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Robert J. KEMP Realty
    Jan 1990 – no end date reportedFullerton, CA
  2. KEMP Financial Management, LLC
    Sep 1996 – Sep 2024Fullerton, CA
  3. Sagepoint Financial, Inc.
    Jan 2009 – Oct 2017Phoenix, AZ
  4. Savant Wealth Management
    Oct 2024 – Nov 2024Rockford, IL
  5. Savant Wealth Management
    Dec 2024 – 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
Firm's annual rate schedule by assets
  • 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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersCorporations

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 profile

Other advisors at Savant Wealth Management

Showing 12 of 398 in the directory

View Savant Wealth Management firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert James Kemp 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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Robert James Kemp (Savant Wealth Management) | AdvisorFinder