Unclaimed Profile

Carl Elmer Schultz

SVA WEALTH MANAGEMENT, LLC·MADISON, Wisconsin

Clean record38 years registeredSVA WEALTH MANAGEMENT, LLC

1221 JOHN Q HAMMONS DRIVE, MADISON, WI 53717-4966CRD# 4335133Firm CRD# 159216

Profile Verification

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

Identity

Carl Elmer Schultz · MADISON, WI

Registration

CRD #4335133 · SVA WEALTH MANAGEMENT, LLC · 38 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SVA WEALTH MANAGEMENT, LLC

SVA WEALTH MANAGEMENT, LLC

Jan 2012 – Feb 2021

MADISON, WI

SVA WEALTH MANAGEMENT, INC.

Nov 1987 – Jan 2012

BROOKFIELD, WI

Registrations & Exams

Registration record

First registered · November 20, 1987

Years registered · 38

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 Carl Elmer Schultz offer?

Carl Elmer Schultz specializes in Financial Planning, Investment Management, Wealth Management.

What are Carl Elmer Schultz's credentials?

Carl Elmer Schultz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carl Elmer Schultz located?

Carl Elmer Schultz is based in MADISON, Wisconsin, last registered with SVA WEALTH MANAGEMENT, LLC.

How does Carl Elmer Schultz charge for services?

Carl Elmer Schultz'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 WEALTH MANAGEMENT, LLC?

SVA 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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