Sva Planners Inc (Madison)

Name: Sva Planners Inc
Address: 1221 John Q Hammons Drive, Madison, WI, 53717 2912
Telephone: 608-826-2300

Sva Planners Inc is a large advisory firm based in Madison. It manages $599.29 million of regulatory assets for 1,888 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Florida, and 6 other states.

Sva Planners provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sva Planners: assets under management

The assets under management (AUM) of Sva Planners Inc is $599.29 million. The firm's AUM has grown by 131% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $542.34 million in discretionary accounts and $56.95 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $303.66 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $558.38 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sva Planners Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Sva Planners Inc

John Frederik Suby has been acting as President since 1 Aug 1987. Raymond Hughes Boysen joined the executive team most recently as the Shareholder, Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Carl Olaf Bolstad	Shareholder	1 Aug 1987	Other	4334807
Jack Robert Cotton	Shareholder, director, vice president	1 Aug 1987	Other	4335126
John Frederik Suby	Director	1 Aug 1987	Other	4335141
Raymond Hughes Boysen	Shareholder, director	1 Aug 1987	Other	4335106
Timothy Arley Koechel	Shareholder, director, secretary/treasurer	1 Aug 1987	Other	4335131
Timothy Ward Sherry	Director, president, shareholder	1 Sep 1988	Other	4335137
Carl Elmer Schultz	Shareholder, director	1 Jun 1990	Other	4335133
Kurt Krumholz	Shareholder	1 Sep 2000	Other	2507648
Kurt Krumholz	Shareholder, vice president	1 Jun 2001	Other	2507648
Timothy Arley Koechel	Shareholder, secretary/treasurer	1 Jun 2001	Other	4335131
John Anthony Baltes	Director	1 Jun 2001	Other	4450643
James Chandler Cummings	Director	1 Jun 2001	Other	4450647
Norman Harold Roller	Director	1 Jun 2003	Other	4719382
Kurt Krumholz	Shareholder and president	1 Jul 2003	Other	2507648
Timothy Ward Sherry	Shareholder, director, secretary and treasurer	1 Jul 2003	Other	4335137
Norman Harold Roller	Director	1 Jul 2003	Other	4719382
Kurt Gerard Krumholz	Shareholder and president	1 Jul 2003	Other	2507648
Rita Kay Bardell	Chief compliance officer	1 Mar 2004	Other	4783457
Rita Kay Bentzler	Chief compliance officer	1 Mar 2004	Other	4783457
Raymond Hughes Boysen	Shareholder, director	1 Mar 2005	Other	4335106
Cindy Lou Bong	Chief operating officer	1 Mar 2005	Other	4940404

Based in Madison

The principal office where Sva Planners Inc performs its advisory services is located at 1221 John Q Hammons Drive, Madison, WI 53717 2912 The mailing address of the firm is P.O. Box 44966, Madison, WI 53744 4966. An additional office of the firm is in Brookfield, WI. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 608-826-2300 or by fax 608-831-4243. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.sva.com/finplan.