Unclaimed Profile

Joel G Nettesheim

SVA WEALTH MANAGEMENT, LLC·MADISON, Wisconsin

Series 65Clean record29 years registeredSVA WEALTH MANAGEMENT, LLC

1221 JOHN Q HAMMONS DRIVE, MADISON, WI 53717-4966CRD# 3080003Firm CRD# 159216

Profile Verification

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

Identity

Joel G Nettesheim · MADISON, WI

Registration

CRD #3080003 · SVA WEALTH MANAGEMENT, LLC · 29 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.

Jul 1997 – Jan 2012

BROOKFIELD, WI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 8, 1997

Years registered · 29

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 Joel G Nettesheim offer?

Joel G Nettesheim specializes in Financial Planning, Investment Management, Wealth Management.

What are Joel G Nettesheim's credentials?

Joel G Nettesheim is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joel G Nettesheim located?

Joel G Nettesheim is based in MADISON, Wisconsin, last registered with SVA WEALTH MANAGEMENT, LLC.

How does Joel G Nettesheim charge for services?

Joel G Nettesheim'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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