Donovan Julian Sanchez

Current Employers

Model Wealth

Wheaton, IL • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2023-03-31

IL RA
APPROVED

Since 2023-03-31

Branch Locations

Wheaton, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Northwestern Mutual Life Insurance Company	Peoria	IL	04/2016	12/2017
Northwestern Mutual Investment Services Llc	Peoria	IL	04/2016	12/2017
Northwestern Mutual Wealth Management Company	Peoria	IL	04/2017	12/2017
Savant Capital Management	Peoria	IL	01/2018	10/2018
Skyview Financial Planning, Llc	East Peoria	IL	11/2018	03/2023
University Of Illinois Urbana-Champaign	Urbana-Champaign	IL	08/2021	Present
Model Wealth, Inc.	Naperville	IL	03/2023	Present

04/2016 → 12/2017

Northwestern Mutual Life Insurance Company

Peoria, IL
04/2016 → 12/2017

Northwestern Mutual Investment Services Llc

Peoria, IL
04/2017 → 12/2017

Northwestern Mutual Wealth Management Company

Peoria, IL
01/2018 → 10/2018

Savant Capital Management

Peoria, IL
11/2018 → 03/2023

Skyview Financial Planning, Llc

East Peoria, IL
08/2021 → Present

University Of Illinois Urbana-Champaign

Urbana-Champaign, IL
03/2023 → Present

Model Wealth, Inc.

Naperville, IL

Previous Registrations

2019-02-20 → 2023-03-31

Skyview Financial Planning, Llc

East Peoria, IL

East Peoria, IL
2018-01-10 → 2018-11-21

Savant Wealth Management

Peoria, IL

Rockford, IL

Other Businesses

1. SANCHEZ BROTHERS LLC - INVESTMENT RELATED (REAL ESTATE); 905 N Barrus Cove Cir, Centerville, UT 84014; REAL ESTATE INVESTMENTS; PASSIVE PARTNER; RELATIONSHIP START DATE - AUGUST 31, 2010; 0 HOURS PER MONTH DEVOTED TO BUSINESS; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; NO DUTIES. 2. SANCHEZ SNOW LLC - INVESTMENT RELATED (REAL ESTATE); 905 N Barrus Cove Cir, Centerville, UT 84014; REAL ESTATE INVESTMENTS; PASSIVE PARTNER; RELATIONSHIP START DATE - SEPTEMBER 27, 2016; 0 HOURS PER MONTH DEVOTED TO BUSINESS; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; NO DUTIES. 3. SANCHEZ ST. GEORGE STUDENT HOUSING, LLC - INVESTMENT RELATED (REAL ESTATE); 905 N Barrus Cove Cir, Centerville, UT 84014; REAL ESTATE INVESTMENTS; PASSIVE PARTNER; RELATIONSHIP START DATE - AUGUST 31, 2022; 0 HOURS PER MONTH DEVOTED TO BUSINESS; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; NO DUTIES. 4. University of Illinois Urbana-Champaign. Not investment related. Champaign, IL. University instructor. Full-time faculty. Financial planning instructor. August 16, 2021. Approximately 160 hours per month during the nine-month academic calendar. Approximately 160 hours per month during the nine-month academic calendar during securities trading hours. Responsible for creating and teaching university coursework, mentoring and advising students, and engaging in other work related to university and student service.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-01-10
S63	Uniform Securities Agent State Law Examination	2016-03-11

S65 Uniform Investment Adviser Law Examination

2018-01-10
S63 Uniform Securities Agent State Law Examination

2016-03-11

Designations

Other Names

Donovan Julian Sanchez
Donny Julian Sanchez
Donny Sanchez

View on SEC IAPD