Sva Wealth Management, LLC

Sva Wealth Management, LLC (CRD# 159216) is a financial advisory firm headquartered in Madison, WI. They manage $2,772,917,980 in 5,156 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,773
    MILLION
  • Total Number of Accounts
    5,156
    ACCOUNTS
  • Average Account Value
    $537,804
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, ID, IL, IN, KS, LA, MA, MI, MN, MO, NC, NH, NM, NY, OH, PA, TX, VA, WA, WI

Financial Advisors at Sva Wealth Management, LLC
Showing 1 - 10 of 44 top financial advisors.
1
Mitchell J. Ahmad
CRD#: 6990870
18650 West Corporate Drive, Ste. 200, Brookfield, WI 53045

Mitchell Ahmad (CRD# 6990870) is an Investment Advisor Representative working at Sva Wealth Management, LLC in Brookfield, WI and has over 2 years of experience in the finance industry.

2
Heather L. Benash
CRD#: 6271329
1221 John Q Hammons Drive, Madison, WI 53717

Heather Benash (CRD# 6271329) is an Investment Advisor Representative working at Sva Wealth Management, LLC in Madison, WI and has over 6 years of experience in the finance industry.

3
Kelly J. Bradley
CRD#: 3091420
1221 John Q Hammons Drive, Madison, WI 53717

Kelly Bradley (CRD# 3091420) is an Investment Advisor Representative working at Sva Wealth Management, LLC in Madison, WI and has over 22 years of experience in the finance industry.

4
Justin C. Chesbrough
CRD#: 6411805
18650 West Corporate Drive, Suite 200, Brookfield, WI 53045

Justin Chesbrough (CRD# 6411805) is an Investment Advisor Representative working at Sva Wealth Management, LLC in Brookfield, WI and has over 5 years of experience in the finance industry.

5
Brett H. Christensen
CRD#: 3180643
1221 John Q Hammons Drive, Madison, WI 53717

Brett Christensen (CRD# 3180643) is an Investment Advisor Representative working at Sva Wealth Management, LLC in Madison, WI and has over 21 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.

6
Sean P. Cote
CRD#: 2890846
1221 John Q Hammons Drive, Madison, WI 53717

Sean Cote (CRD# 2890846) is an Investment Advisor Representative working at Sva Wealth Management, LLC in Madison, WI and has over 23 years of experience in the finance industry.

7
Nathan S. Cowen
CRD#: 2399693
4321 West College Avenue, Suite 300, Appleton, WI 54914

Nathan Cowen (CRD# 2399693) is an Investment Advisor Representative working at Sva Wealth Management, LLC in Appleton, WI and has over 27 years of experience in the finance industry.

8
Robert G. Cummisford
CRD#: 4372542
1221 John Q Hammons Drive, Madison, WI 53717

Robert Cummisford (CRD# 4372542) is an Investment Advisor Representative working at Sva Wealth Management, LLC in Madison, WI and has 1 year of experience in the finance industry.

9
Andrea R. Elser
CRD#: 6669604
18650 West Corporate Drive, Suite 200, Brookfield, WI 53045

Andrea Elser (CRD# 6669604) is an Investment Advisor Representative working at Sva Wealth Management, LLC in Brookfield, WI and has 1 year of experience in the finance industry.

10
Kelsey M. Fatzinger-Schnurr
CRD#: 6863320
1221 John Q Hammons Drive, Madison, WI 53717

Kelsey Fatzinger-Schnurr (CRD# 6863320) is an Investment Advisor Representative working at Sva Wealth Management, LLC in Madison, WI and has over 3 years of experience in the finance industry.

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