Jeanne Mraz, financial advisor Madison WI
96 score

Jeanne Mraz

CRD Number: 5911431
Current Firm: Sva Plumb Wealth Management, LLC

Jeanne Mraz (CRD# 5911431) is an Investment Advisor Representative working at Sva Plumb Wealth Management, LLC in Madison, WI and has over 5 years of experience in the finance industry. Jeanne Mraz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sva Plumb Wealth Management, LLC Madison, WI Jan 2014 - Current 2
Filbrandt Investment Advisers, Inc. Middleton, WI May 2013 - Dec 2013 < 1
Filbrandt Investment Advisers Inc. Middleton, WI Nov 2009 - May 2013 3
Unemployed Madison, WI Jul 2009 - Nov 2009 < 1
Members Capital Advisers Madison, WI Jun 1993 - Jul 2009 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2011
Contact Info for Jeanne M. Mraz
Phone Number: 608-824-8800
Firm Website: http://www.svaplumb.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    1,996
    MILLIONS
  • Total Number of Accounts
    4,027
    ACCOUNTS
  • Average Account Value
    $495,547
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

AZ, CA, FL, GA, IA, IL, MA, MI, MN, NH, NY, OH, PA, TX, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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