Benjamin Morris, financial advisor Madison WI
89 score

Benjamin Morris

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Benjamin J. Morris
Phone Number: 608-824-8800
Firm Website:
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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