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Postes actifs de John Baltes
Sociétés | Poste | Début | Fin |
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SVA Financial Group LLC
![]() SVA Financial Group LLC Investment ManagersFinance SVA Financial Group LLC provides investment and trust advisory services. It offers business retirement plans, individual retirement services, personal investment strategies, trust and estate services. The company was founded by Terry Von Haden in 1974 and is headquartered in Madison, WI. | Directeur/Membre du Conseil | - | - |
Directeur Général | - | - | |
President | - | - | |
SVA Trust Co. LLC
![]() SVA Trust Co. LLC Investment ManagersFinance SVA Trust Co. LLC provides investment portfolio services. The company is headquartered in Madison, WA. | Directeur/Membre du Conseil | - | - |
Historique de carrière de John Baltes
Anciens postes connus de John Baltes
Sociétés | Poste | Début | Fin |
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SVA Wealth Management LLC
![]() SVA Wealth Management LLC Investment ManagersFinance SVA Wealth Management LLC (SVA WM) is an investment advisory firm headquartered in Madison, Wisconsin. They are owned by SVA Financial Group LLC, which is a subsidiary of Diversified Services of Wisconsin, Inc. The firm was originally founded as SVA Planners, Inc. in 1987 and became known as SVA Wealth Management, Inc. in January 2007. In 2011, SVA Wealth Management, Inc. reorganized and changed its name to SVA Plumb Wealth Management LLC and subsequently became SVA Wealth Management LLC in 2019. SVA WM provides investment management, financial planning, retirement plan and consulting services to individuals, high net-worth individuals, banking and/or thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Directeur Général | 01/04/2019 | - |
Formation de John Baltes
Northern Michigan University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 5 |
Opérationnelle
Chief Executive Officer | 2 |
Director/Board Member | 2 |
Undergraduate Degree | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
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SVA Wealth Management LLC
![]() SVA Wealth Management LLC Investment ManagersFinance SVA Wealth Management LLC (SVA WM) is an investment advisory firm headquartered in Madison, Wisconsin. They are owned by SVA Financial Group LLC, which is a subsidiary of Diversified Services of Wisconsin, Inc. The firm was originally founded as SVA Planners, Inc. in 1987 and became known as SVA Wealth Management, Inc. in January 2007. In 2011, SVA Wealth Management, Inc. reorganized and changed its name to SVA Plumb Wealth Management LLC and subsequently became SVA Wealth Management LLC in 2019. SVA WM provides investment management, financial planning, retirement plan and consulting services to individuals, high net-worth individuals, banking and/or thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
SVA Financial Group LLC
![]() SVA Financial Group LLC Investment ManagersFinance SVA Financial Group LLC provides investment and trust advisory services. It offers business retirement plans, individual retirement services, personal investment strategies, trust and estate services. The company was founded by Terry Von Haden in 1974 and is headquartered in Madison, WI. | Finance |
SVA Trust Co. LLC
![]() SVA Trust Co. LLC Investment ManagersFinance SVA Trust Co. LLC provides investment portfolio services. The company is headquartered in Madison, WA. | Finance |
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