Donovan Julian Sanchez
Investment Adviser Representative at Model Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Donovan Julian Sanchez is an investment adviser representative with Model Wealth in Wheaton, IL, where they have been registered since 2023. They have worked in the securities industry since 2016 and have been registered with 3 firms, including Skyview Financial Planning, LLC and Savant Capital Management. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Illinois.
Registrations & licenses
- Investment adviser:
- Illinois
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Northwestern Mutual Life Insurance CompanyApr 2016 – Dec 2017Peoria, IL
- Northwestern Mutual Investment Services LLCApr 2016 – Dec 2017Peoria, IL
- Northwestern Mutual Wealth Management CompanyApr 2017 – Dec 2017Peoria, IL
- Savant Capital ManagementJan 2018 – Oct 2018Peoria, IL
- Skyview Financial Planning, LLCNov 2018 – Mar 2023East Peoria, IL
- University of Illinois Urbana-ChampaignAug 2021 – no end date reportedUrbana-Champaign, IL
- Model Wealth, Inc.Mar 2023 – no end date reportedNaperville, IL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Model Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Wheaton, IL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Donovan Julian Sanchez has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched