Unclaimed Profile

Maureen Ellen Hansen

SVA WEALTH MANAGEMENT, LLC·MADISON, Wisconsin

Clean recordSVA WEALTH MANAGEMENT, LLC

1221 JOHN Q HAMMONS DRIVE, MADISON, WI 53717-4966CRD# 2713805Firm CRD# 159216

Profile Verification

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

Identity

Maureen Ellen Hansen · MADISON, WI

Registration

CRD #2713805 · SVA WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Maureen Ellen Hansen 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# 2713805

Firm CRD# 159216

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Maureen Ellen Hansen offer?

Maureen Ellen Hansen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MADISON, Wisconsin for a consultation.

What are Maureen Ellen Hansen's credentials?

Maureen Ellen Hansen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Maureen Ellen Hansen located?

Maureen Ellen Hansen 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 Maureen Ellen Hansen charge for services?

Maureen Ellen Hansen'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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