Donovan Sanchez (CRD# 6594768) is an Investment Advisor Representative working at Model Wealth in Naperville, IL and has over 8 years of experience in the finance industry. Donovan Sanchez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2649533
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2010380
Forum Financial Management, LP
CRD# 6874212
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Model Wealth, Inc. | Naperville, IL | Mar 2023 - Current | 1 |
| University Of Illinois Urbana-champaign | Urbana-champaign, IL | Aug 2021 - Current | 2 |
| Skyview Financial Planning, LLC | East Peoria, IL | Nov 2018 - Mar 2023 | 4 |
| Savant Capital Management | Peoria, IL | Jan 2018 - Oct 2018 | < 1 |
| Northwestern Mutual Wealth Management Company | Peoria, IL | Apr 2017 - Dec 2017 | < 1 |
| Northwestern Mutual Life Insurance Company | Peoria, IL | Apr 2016 - Dec 2017 | 1 |
| Northwestern Mutual Investment Services LLC | Peoria, IL | Apr 2016 - Dec 2017 | 1 |
| Unemployed | Peoria, IL | Feb 2016 - Mar 2016 | < 1 |
| Franklincovey | East Peoria, IL | Jun 2015 - Jan 2016 | < 1 |
| Sunset High School | Dallas, TX | Aug 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2016 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
- IL
-
Total Assets Under Management200MILLIONS
-
Total Number of Accounts476ACCOUNTS
-
Average Account Value$420,865
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, IL
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