Unclaimed Profile

Kurt Gerard Krumholz

SVA PLUMB WEALTH MANAGEMENT, LLC·MADISON, Wisconsin

Series 65Clean record32 years registeredSVA PLUMB WEALTH MANAGEMENT, LLC

1221 JOHN Q HAMMONS DRIVE, MADISON, WI 53717-4966CRD# 2507648Firm CRD# 159216

Profile Verification

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

Identity

Kurt Gerard Krumholz · MADISON, WI

Registration

CRD #2507648 · SVA PLUMB WEALTH MANAGEMENT, LLC · 32 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SVA PLUMB WEALTH MANAGEMENT, LLC

SVA WEALTH MANAGEMENT, LLC

Jan 2012 – Feb 2021

MADISON, WI

WISCONSIN MEDICAL SOCIETY FINANCIAL SERVICES, INC.

Jan 2003 – Nov 2006

MADISON, WI

SVA WEALTH MANAGEMENT, INC.

Jul 1994 – Jan 2012

MADISON, WI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 29, 1994

Years registered · 32

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 Kurt Gerard Krumholz offer?

Kurt Gerard Krumholz specializes in Financial Planning, Investment Management, Wealth Management.

What are Kurt Gerard Krumholz's credentials?

Kurt Gerard Krumholz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kurt Gerard Krumholz located?

Kurt Gerard Krumholz is based in MADISON, Wisconsin, last registered with SVA PLUMB WEALTH MANAGEMENT, LLC.

How does Kurt Gerard Krumholz charge for services?

Kurt Gerard Krumholz'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 PLUMB WEALTH MANAGEMENT, LLC?

SVA PLUMB 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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