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Inactive

Joseph Daniel Young

Savant Wealth Management

Rockford, IL

St Paul, MN

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-09-03
  • MN RA
    APPROVED
    Since 2025-09-03

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

2250 Town Square Tower 445 Minnesota St, St Paul, MN 55101 • 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
OrganizationCityStateFromTo
Bethel University St. Paul MN 08/2013 05/2017
Deloitte Minneapolis MN 05/2016 09/2016
Cliftonlarsonallen Wealth Advisors, Llc Minneapolis MN 07/2017 05/2019
Unemployed Prior Lake MN 05/2017 07/2017
Ameriprise Financial Services, Inc Minneapolis MN 06/2019 10/2019
Wipfli Financial Advisors, Llc Minneapolis MN 12/2019 09/2020
Wipfli Financial Advisors, Llc Minneapolis MN 10/2020 09/2022
Creative Planning, Llc Minneapolis MN 10/2022 12/2023
Prairieview Partners, Llc St Paul MN 01/2024 08/2025
Savant Wealth Management Rockford IL 09/2025 Present
  • 08/2013 → 05/2017
    Bethel University
    St. Paul, MN
  • 05/2016 → 09/2016
    Deloitte
    Minneapolis, MN
  • 07/2017 → 05/2019
    Cliftonlarsonallen Wealth Advisors, Llc
    Minneapolis, MN
  • 05/2017 → 07/2017
    Unemployed
    Prior Lake, MN
  • 06/2019 → 10/2019
    Ameriprise Financial Services, Inc
    Minneapolis, MN
  • 12/2019 → 09/2020
    Wipfli Financial Advisors, Llc
    Minneapolis, MN
  • 10/2020 → 09/2022
    Wipfli Financial Advisors, Llc
    Minneapolis, MN
  • 10/2022 → 12/2023
    Creative Planning, Llc
    Minneapolis, MN
  • 01/2024 → 08/2025
    Prairieview Partners, Llc
    St Paul, MN
  • 09/2025 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-25
  • S65 Uniform Investment Adviser Law Examination
    2017-08-25
Designations

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STACKSTONE WEALTH, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC

Other Investors

JASON JEFFREY WERNER
JENNIFER ELISE LEWIS
ZORANA OKILJ
DAVID RAY FEHRLE
JACK E WHEELER
THOMAS MARTIN WEIGHTMAN
EMILY MANEY VANHILLE
ERICH LEE VARGAZ

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL
STACKSTONE WEALTH, LLC · ROCKFORD, IL
EDWARD JONES · ROCKFORD, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Rockford, IL
FIFTH THIRD SECURITIES, INC. · ROCKFORD, IL
LPL FINANCIAL LLC · ROCKFORD, IL

More in Rockford, IL

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