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Carl Elmer Schultz

SVA WEALTH MANAGEMENT, LLC·MADISON, Wisconsin
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1221 JOHN Q HAMMONS DRIVE, MADISON, WI 53717-4966CRD# 4335133Firm CRD# 159216
01

About

Carl Elmer Schultz is a registered financial advisor based in MADISON, Wisconsin, affiliated with SVA WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SVA WEALTH MANAGEMENT, LLC
SVA WEALTH MANAGEMENT, LLC
AUM
$2.8B
Regulatory assets under management
Employees
63
Total firm employees
View all advisors at SVA WEALTH MANAGEMENT, LLC →
Services
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4335133
Firm CRD# 159216
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carl Elmer Schultz offer?
Carl Elmer Schultz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MADISON, Wisconsin for a consultation.
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, working with SVA WEALTH MANAGEMENT, LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.
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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Barbara R Olson — BAKER TILLY WEALTH MANAGEMENT, LLCBenjamin Nathan Dickey — RESONANT CAPITAL ADVISORS, LLCAlyssa Christine Rudakas — HANSBERGER GROWTH INVESTORS, LPJennifer Lee Hauman Lazarus — ENVEST MICROFINANCE COOPERATIVEAaron Michael Hager — HARBOUR INVESTMENTS, INC.
Nearby cities in Wisconsin
MILWAUKEE (515)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)
City Guides
MILWAUKEE GuideGREEN BAY GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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