Donovan Julian Sanchez
CFP®Professional Summary
Donovan Julian Sanchez, CFP®, who also goes by Donny Julian Sanchez, Donny Sanchez, is a registered financial advisor currently at MODEL WEALTH located in Wheaton, Illinois. Donovan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Donovan has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Investment Management
Specializations
Biography
I grew up the oldest of four siblings in a small agricultural community in the Bay Area, California. After briefly attending college I served a two-year, full-time mission among the good people of El Salvador and Belize. Upon my return I earned a bachelor’s degree from Brigham Young University in Provo, Utah. Prior to graduation I found my dream girl and managed to convince her to marry me. In 2015 we moved to Illinois to...
Other Aliases
Donny Julian Sanchez, Donny Sanchez
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
10 years in the financial services industry
Current & Past Employments
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Current Firm
MODEL WEALTH | MODEL WEALTH , INC.
Contact Information
Main Address
Wheaton, ILMailing Address
1755 S. Naperville Road Suite 100, Wheaton, IL 60189Phone Number
(630) 381-1170# of Employees
5SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
622AUM (Assets Under Management)
$318,159,850Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
MODEL WEALTH | MODEL WEALTH , INC.
State Registrations and Notice Filings
(3/31/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 2016About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Donovan Julian Sanchez's CRS (Customer Relationship Summary).
Services Offered by Donovan
- Financial Planning
- Investment Management
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