Joseph Daniel Young

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

• 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

• 2024-01-16 → 2025-10-20
  Prairieview Partners, Llc
  St. Paul, MN
• 2022-10-05 → 2024-01-02
  Creative Planning
  Minneapolis, MN
  Overland Park, KS
• 2020-01-21 → 2022-10-12
  Wipfli Financial Advisors, Llc
  Milwaukee, WI
  Minneapolis, MN
  Minneapolis, MN
• 2019-06-05 → 2019-06-17
  Ameriprise Financial Services, Llc
  Minneapolis, MN
• 2017-08-25 → 2019-05-31
  Cliftonlarsonallen Wealth Advisors, Llc
  Minneapolis, MN
  Minneapolis, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-25

Designations

• Certified Financial Planner