Benjamin MorrisCRD Number: 6056486
Current Firm: Sva Plumb Wealth Management, LLC
Benjamin Morris (CRD# 6056486) is an Investment Advisor Representative working at Sva Plumb Wealth Management, LLC in Madison, WI and has over 4 years of experience in the finance industry.
Fiscal Fitness, LLC
Enrich Financial Partners LLC
|Sva Plumb Wealth Management, LLC||Madison, WI||Sep 2014 - Current||3|
|Sva Plumb Wealth Management, LLC||Madison, WI||Jan 2014 - Sep 2014||< 1|
|Sva Plumb Wealth Management, LLC||Madison, WI||Apr 2013 - Jan 2014||< 1|
|Univeristy Of Wisconsin-platteville||Platteville, WI||Sep 2009 - Dec 2013||4|
|Momentum Bikes||Platteville, WI||Jan 2012 - May 2013||1|
|Northwestern Mutual||Waterloo, IA||May 2012 - Sep 2012||< 1|
|Europe Cycle Ski||Cedar Falls, IA||Jun 2011 - Sep 2012||1|
|Panera Bread||Cedar Falls, IA||Dec 2008 - Mar 2012||3|
|Cedar Falls High School||Cedar Falls, IA||Aug 2006 - May 2009||2|
|Brown Bottle Restaurant||Cedar Falls, IA||Dec 2006 - Nov 2007||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2014|
Total Assets Under Management2,350MILLIONS
Total Number of Accounts4,587ACCOUNTS
Average Account Value$512,217
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, IA, ID, IL, KS, MA, MI, MN, NH, NM, NY, OH, PA, TX, VA, WA, WI
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