Ursprung des Netzwerks ersten Grades von Tim O'Brien
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
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.
13
| Extinct | Investment Managers | 13 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Tim O'Brien
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Wisconsin Capital Management LLC
 Wisconsin Capital Management LLC Investment ManagersFinance Wisconsin Capital Management LLC (WisCap) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. Formerly known as Thompson, Plumb & Associates, Inc., the firm was founded in 1984 and is principally owned by TGP, Inc. WisCap provides investment management services to individuals, high-net worth individuals, and registered mutual funds. The firm also offers model portfolio services to financial institutions. | Investment Managers | Founder | |
| Edgewood College | College/University | Undergraduate Degree | |
| Northern Michigan University | College/University | Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Wealth Enhancement Advisory Services LLC
 Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Investment Managers | Portfolio Manager-Equities | |
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. | Investment Managers | Chief Executive Officer | |
| University of Wisconsin-Stevens Point | College/University | Undergraduate Degree | |
| University of Wisconsin-Platteville | College/University | Undergraduate Degree | |
| University of Wisconsin-Whitewater | College/University | Undergraduate Degree | |
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. | Investment Managers | Director/Board Member |
Statistik
International
| Vereinigte Staaten | 11 |
Sektoral
| Consumer Services | 7 |
| Finance | 5 |
Operativ
| Portfolio Manager-Equities | 13 |
| Undergraduate Degree | 13 |
| Analyst-Equity | 8 |
| Chief Executive Officer | 4 |
| President | 4 |
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