Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Sue Peck | F | - |
SVA Wealth Management LLC
SVA Wealth Management LLC Investment ManagersFinance SVA Wealth Management LLC (SVA WM) is an investment advisory firm headquartered in Madison, Wisconsin. They are owned by SVA Financial Group LLC, which is a subsidiary of Diversified Services of Wisconsin, Inc. The firm was originally founded as SVA Planners, Inc. in 1987 and became known as SVA Wealth Management, Inc. in January 2007. In 2011, SVA Wealth Management, Inc. reorganized and changed its name to SVA Plumb Wealth Management LLC and subsequently became SVA Wealth Management LLC in 2019. SVA WM provides investment management, financial planning, retirement plan and consulting services to individuals, high net-worth individuals, banking and/or thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | 6 years |
Statistics
Country | Connections | % of total |
---|---|---|
United States | 1 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Erin Marie Burke
- Personal Network