Dillon Joseph Essma
Investment adviser representative at Savant Wealth Management
10 yearsExperience
1 stateRegistered in
$55.6BFirm assets
33 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Savant Wealth ManagementSep 2025 to now
- Prairieview Partners, LLCFeb 2021 to Aug 2025
- U.S. BankFeb 2019 to Jan 2021
- Wells FargoJun 2016 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2014
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MN).
Savant Wealth Management
Legal name: Savant Capital, LLC
$55.6BAssets managed
24,034Clients
392Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6291646
- Firm CRD
- 107271