Dillon Joseph Essma

Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2021 → 08/2025
  Prairieview Partners, Llc
  St. Paul, MN
• 06/2016 → 02/2019
  Wells Fargo
  Wayzata, MN
• 02/2019 → 01/2021
  U.S. Bank
  Minneapolis, MN
• 09/2025 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2022-01-24 → 2025-10-20
  Prairieview Partners, Llc
  St. Paul, MN
• 2014-12-16 → 2016-03-23
  Green Street
  Newport Beach, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-24
• S66 Uniform Combined State Law Examination
  2014-02-10