Donovan Julian Sanchez
Investment adviser representative at Model Wealth
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$318.2MFirm assets
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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
Experience
10 years in the industry.
- Model Wealth, Inc.Mar 2023 to now
- University of Illinois Urbana-champaignAug 2021 to now
- Skyview Financial Planning, LLCNov 2018 to Mar 2023
- Savant Capital ManagementJan 2018 to Oct 2018
- Northwestern Mutual Wealth Management CompanyApr 2017 to Dec 2017
- Northwestern Mutual Investment Services LLCApr 2016 to Dec 2017
- Northwestern Mutual Life Insurance CompanyApr 2016 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (IL).
Model Wealth
Legal name: Model Wealth , Inc.
$318.2MAssets managed
159Clients
5Advisers
7 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
- 6594768
- Firm CRD
- 299798