Unclaimed Profile

Sharon Lynne Reigstad

SVA PLUMB WEALTH MANAGEMENT, LLC·MADISON, Wisconsin

SIE, Series 7, Series 9, Series 10, Series 24, Series 63, Series 66, Series 99TOClean record18 years registeredSVA PLUMB WEALTH MANAGEMENT, LLC

1221 JOHN Q HAMMONS DRIVE, MADISON, WI 53717-4966CRD# 1529216Firm CRD# 159216

Profile Verification

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

Identity

Sharon Lynne Reigstad · MADISON, WI

Registration

CRD #1529216 · SVA PLUMB WEALTH MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SVA PLUMB WEALTH MANAGEMENT, LLC

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Dec 2011 – May 2012

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SVA WEALTH MANAGEMENT, INC.

Jun 2008 – Dec 2011

MADISON, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 63

Series 66

Series 99TO

Registration record

First registered · June 16, 2008

Years registered · 18

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 Sharon Lynne Reigstad offer?

Sharon Lynne Reigstad specializes in Financial Planning, Investment Management, Wealth Management.

What are Sharon Lynne Reigstad's credentials?

Sharon Lynne Reigstad is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sharon Lynne Reigstad located?

Sharon Lynne Reigstad is based in MADISON, Wisconsin, last registered with SVA PLUMB WEALTH MANAGEMENT, LLC.

How does Sharon Lynne Reigstad charge for services?

Sharon Lynne Reigstad'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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