This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SAVANT WEALTH MANAGEMENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 1, 2008earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

May 20, 2008

First registration

Sep 19, 2008

Dual registered

no

Other names

DONNA SUE COWAN|DONNA SUE SANDERS|Donna s Sanders

IAPD individual key

5524244

• Occurred

  Dec 31, 2022
  Advisor changed firm

  Donna Sue Sanders left World Trend Financial Planning Services, Ltd. for Savant Wealth Management (registered 2022-10-04)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6260b718-7128-ef75-6891-fbca3d5d6ad8

First observed

Sep 19, 2008

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.