Sva Plumb Wealth Management, LLC

Sva Plumb Wealth Management, LLC (CRD# 159216) is a financial advisory firm headquartered in Madison, WI. They manage $1,995,568,726 in 4,027 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,996
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Sva Plumb Wealth Management, LLC
Showing 1 - 10 of 43 top financial advisors.
1
Teresa R. Brooks
CRD#: 3123764
1221 John Q Hammons Drive, Madison, WI 53717
96
Wealthminder
score

Teresa Brooks (CRD# 3123764) is an Investment Advisor Representative working at Sva Plumb Wealth Management, LLC in Madison, WI and has over 9 years of experience in the finance industry. Teresa Brooks 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.

2
Thomas G. Buresh
CRD#: 2627512
1221 John Q Hammons Drive, Madison, WI 53717
96
Wealthminder
score

Thomas Buresh (CRD# 2627512) is an Investment Advisor Representative working at Sva Plumb Wealth Management, LLC in Madison, WI and has over 21 years of experience in the finance industry. Thomas Buresh 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.

3
Brett H. Christensen
CRD#: 3180643
1221 John Q Hammons Drive, Madison, WI 53717
96
Wealthminder
score

Brett Christensen (CRD# 3180643) is an Investment Advisor Representative working at Sva Plumb Wealth Management, LLC in Madison, WI and has over 17 years of experience in the finance industry. Brett Christensen 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.

4
Jamie J. Droessler
CRD#: 5635716
1221 John Q Hammons Drive, Madison, WI 53717
96
Wealthminder
score

Jamie Droessler (CRD# 5635716) is an Investment Advisor Representative working at Sva Plumb Wealth Management, LLC in Madison, WI and has over 7 years of experience in the finance industry. Jamie Droessler 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.

5
Daniel G. Gibson
CRD#: 2906321
1221 John Q Hammons Drive, Madison, WI 53717
96
Wealthminder
score

Daniel Gibson (CRD# 2906321) is an Investment Advisor Representative working at Sva Plumb Wealth Management, LLC in Madison, WI and has over 19 years of experience in the finance industry. Daniel Gibson 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.

6
Randell J. Godsell
CRD#: 2553784
18650 West Corporate Drive, Ste. 200, Brookfield, WI 53045
96
Wealthminder
score

Randell Godsell (CRD# 2553784) is an Investment Advisor Representative working at Sva Plumb Wealth Management, LLC in Brookfield, WI and has over 21 years of experience in the finance industry. Randell Godsell 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.

7
Peter C. Jelacic
CRD#: 1829282
1221 John Q Hammons Drive, Madison, WI 53717
96
Wealthminder
score

Peter Jelacic (CRD# 1829282) is an Investment Advisor Representative working at Sva Plumb Wealth Management, LLC in Madison, WI and has over 28 years of experience in the finance industry. Peter Jelacic 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.

8
Kurt G. Krumholz
CRD#: 2507648
1221 John Q Hammons Drive, Madison, WI 53717
96
Wealthminder
score

Kurt Krumholz (CRD# 2507648) is an Investment Advisor Representative working at Sva Plumb Wealth Management, LLC in Madison, WI and has over 22 years of experience in the finance industry. Kurt Krumholz 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.

9
Jeanne M. Mraz
CRD#: 5911431
1221 John Q Hammons Drive, Madison, WI 53717
96
Wealthminder
score

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.

10
Brian H. Reamer
CRD#: 1758796
1221 John Q Hammons Drive, Madison, WI 53717
96
Wealthminder
score

Brian Reamer (CRD# 1758796) is an Investment Advisor Representative working at Sva Plumb Wealth Management, LLC in Madison, WI and has over 23 years of experience in the finance industry. Brian Reamer 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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