John Baltes
Vorstandsvorsitzender bei SVA Financial Group LLC
Profil
John Anthony Baltes is currently the President, Chief Executive Officer & Director at SVA Financial Group LLC and a Director at SVA Trust Co. LLC.
He previously worked as a Principal at SVA Wealth Management LLC from 2011 to 2019.
He completed his undergraduate degree at Northern Michigan University.
Aktive Positionen von John Baltes
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Vorstandsvorsitzender | - |
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. | Direktor/Vorstandsmitglied | - |
Ehemalige bekannte Positionen von John Baltes
| Unternehmen | Position | Ende |
|---|---|---|
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. | Vorstandsvorsitzender | - |
Ausbildung von John Baltes
| Northern Michigan University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
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 |
