Unclaimed Profile

Brian Howard Reamer

SVA PLUMB WEALTH MANAGEMENT, LLC·MADISON, Wisconsin

Series 6, Series 7, Series 24, Series 63Clean record25 years registeredSVA PLUMB WEALTH MANAGEMENT, LLC

1221 JOHN Q HAMMONS DRIVE, MADISON, WI 53717-4966CRD# 1758796Firm CRD# 159216

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Howard Reamer · MADISON, WI

Registration

CRD #1758796 · SVA PLUMB WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Jan 2021 – present

SVA WEALTH MANAGEMENT, LLC

Jan 2012 – Jan 2021

MADISON, WI

SVA WEALTH MANAGEMENT, INC.

Mar 2001 – Jan 2012

MADISON, WI

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · March 5, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SVA WEALTH MANAGEMENT, LLC

CRD 159216 · SEC 801-72818

AUM

$2.8B

Regulatory assets under management

Employees

5,156 client accounts

Services offered by SVA WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SVA WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Brian Howard Reamer offer?

Brian Howard Reamer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MADISON, Wisconsin for a consultation.

What are Brian Howard Reamer's credentials?

Brian Howard Reamer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Howard Reamer located?

Brian Howard Reamer is based in MADISON, Wisconsin, working with SVA PLUMB WEALTH MANAGEMENT, LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.

How does Brian Howard Reamer charge for services?

Brian Howard Reamer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SVA PLUMB WEALTH MANAGEMENT, LLC?

SVA PLUMB WEALTH MANAGEMENT, LLC has approximately 63 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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