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Joel G Nettesheim

SVA WEALTH MANAGEMENT, LLC·MADISON, Wisconsin
Unclaimed Profile
1221 JOHN Q HAMMONS DRIVE, MADISON, WI 53717-4966CRD# 3080003Firm CRD# 159216
01

About

Joel G Nettesheim 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# 3080003
Firm CRD# 159216
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joel G Nettesheim offer?
Joel G Nettesheim specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MADISON, Wisconsin for a consultation.
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, working with SVA WEALTH MANAGEMENT, LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.
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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Carl Elmer Schultz — SVA WEALTH MANAGEMENT, LLCBarbara R Olson — BAKER TILLY WEALTH MANAGEMENT, LLCBenjamin Nathan Dickey — RESONANT CAPITAL ADVISORS, LLCChristopher Carl Berberet — MADISON ASSET MANAGEMENT, LLCAaron 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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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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