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Raymond Hughes Boysen

SVA PLUMB WEALTH MANAGEMENT, LLC·MADISON, Wisconsin
Unclaimed Profile
1221 JOHN Q HAMMONS DRIVE, MADISON, WI 53717-4966CRD# 4335106Firm CRD# 159216
01

About

Raymond Hughes Boysen is a registered financial advisor based in MADISON, Wisconsin, affiliated with SVA PLUMB 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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4335106
Firm CRD# 159216
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Raymond Hughes Boysen offer?
Raymond Hughes Boysen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MADISON, Wisconsin for a consultation.
What are Raymond Hughes Boysen's credentials?
Raymond Hughes Boysen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Raymond Hughes Boysen located?
Raymond Hughes Boysen is based in MADISON, Wisconsin, working with SVA PLUMB WEALTH MANAGEMENT, LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Raymond Hughes Boysen charge for services?
Raymond Hughes Boysen'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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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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