Unclaimed Profile

John Anthony Baltes

SVA WEALTH MANAGEMENT, LLC·MADISON, Wisconsin

Clean recordSVA WEALTH MANAGEMENT, LLC

1221 JOHN Q HAMMONS DRIVE, MADISON, WI 53717-4966CRD# 4450643Firm CRD# 159216

Profile Verification

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

Identity

John Anthony Baltes · MADISON, WI

Registration

CRD #4450643 · SVA WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Anthony Baltes 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

SVA WEALTH MANAGEMENT, LLC

AUM

$2.8B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4450643

Firm CRD# 159216

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Anthony Baltes offer?

John Anthony Baltes specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MADISON, Wisconsin for a consultation.

What are John Anthony Baltes's credentials?

John Anthony Baltes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Anthony Baltes located?

John Anthony Baltes 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 John Anthony Baltes charge for services?

John Anthony Baltes'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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